A S Wealth Management is based in Perth. We offer advice on pension and retirement planning tailored to your needs. We also offer wealth, assets and investment planning advice while taking a holistic view of your own personal circumstances, goals and objectives.
Our financial adviser, Andrew Stewart, has clients all over Scotland and England. Location is no barrier to us, with our main office being in Perth and our dedicated meeting rooms being in Kinross, Auchterarder, Crieff, Stirling, Edinburgh and Glasgow. We are also able to travel to your home if that is more suited.
We would love to meet you for an exploratory initial meeting without obligation. It gives us a chance to learn more about your circumstances and for you to learn more about who we are, what we do and our core values of Integrity, Education and Service.
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
SJP Approved 19/06/2023
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.