We're a family-run business in Highland Perthshire with a wealth of experience in financial services.
Who we are and what we do
Established by its directors Andrew and Jennifer Macintyre in 2018. Andrew is a Chartered Financial Planner with more than 20 years' experience working in senior financial services roles. We are located just off the A9 in Aberfeldy, Perthshire serving clients across the UK. As a Partner Practice of St. James’s Place, we offer an approachable and professional financial planning service from a highly experienced team.
St. James’s Place Wealth Management
As a Partner Practice of St. James’s Place Wealth Management, we are able to offer clients some of the best products in the market. St. James’s Place is a FTSE 100 company with £148.06 billion of client funds under management providing a range of wealth management solutions from investment to pension planning.