Welcome to McMurtrie Wealth Management Ltd
We believe true financial advice goes beyond the numbers.
We take the time to listen, understand your goals, and tailor advice that feels right for you, giving you confidence in your future, freeing you up to focus on what matters most!
We don’t just look after your money; we look after you! By listening first, we shape our advice around your life, your values, and your goals. We help you make decisions today that feel right for tomorrow.
We provide personal, straightforward financial advice for individuals, families, and business owners across Fife, Edinburgh, Perth & Kinross, Dundee and beyond. Whether face-to-face or online, our focus is on building a trusted relationship with you. We will support you at every stage of your journey, helping you plan, protect, and achieve your goals so you can enjoy life with confidence and peace of mind, knowing your future is secure.
What we do
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
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SJP Approved 03/11/2025
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.
