About us

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.

Partner Practice

“Having not seen a financial adviser in a good number of years, I was a little wary of approaching anyone. Andrew, from the start was very professional and had an eye for details and was approachable and very easy to talk with, very much a discussion making sure that I was happy at each stage. His advice was very personally tailored to me and allowed me the confidence to go forward. I cannot recommend him enough.”

Stuart Brain – Perthshire
Let's chat

Let's have a chat.

To learn more about how we can help you, please get in touch by filling in the contact form, clicking the book a meeting button which will take you directly to our calendar or call us on 01887 377810.

Alternatively, fill out the contact form below and a member of our team will be in touch.

Privacy Policy.

Your Partner, together with St. James’s Place Wealth Management plc, are the data controllers of any personal data you provide and any further information which you subsequently provide to us. For further information on our uses of your personal data, please see the Partner’s privacy policy which can be accessed on their website and St. James’s Place Wealth Management plc’s privacy policy which can be accessed at www.sjp.co.uk/privacy.