At McMurtrie Wealth Management, everything we do is guided by one simple purpose: enhancing your wellbeing. We know that money isn’t just about numbers, but rather it’s about peace of mind, security, and the freedom to live the life you want.

Founded in 2017 by Abby McMurtrie, our business has grown through trust, strong relationships, and client recommendations. Abby’s background as a solicitor gave her a love for solving problems and supporting people, but it was her passion for helping clients achieve their goals that inspired her to launch McMurtrie Wealth Management. Today we proudly support individuals, families, and business owners across Fife, Edinburgh, Perth & Kinross, Dundee and beyond.

Our values shape how we work:

• Enhancing Wellbeing – Your goals and peace of mind always come first.
• Building Strong Relationships – We’re here for the long term, adapting advice as your life and priorities evolve.
• Financial Education – We make finance clear, simple, and jargon-free, so you feel confident in every decision.

We work with our clients at every stage of their financial journey. Whether you’re planning for your future, looking after loved ones, or making the most of your hard work, we’re by your side to help you every step of the way.

Our approach is simple. We take the time to understand not just what matters most, but why it matters. Financial planning should feel personal, reassuring, and even inspiring; not overwhelming.

Our advice is always personal, easy to understand, and focused on helping you create the life you want today and in the future.

Our goal is to give you confidence, clarity, and the freedom to enjoy life knowing your finances are in safe hands.

Because we care!

Our services

We provide tailored advice across the full spectrum of wealth management, including:

• Financial Planning: Aligning your money with your life goals.
• Retirement Planning: Building a future that’s secure and rewarding.
• Investment Planning: Strategies that balance growth and protection.
• Tax Planning: Making the most of every opportunity.
• Protection & Specialist Insurance: Safeguarding what matters most.
• Intergenerational Wealth: Supporting your loved ones, today and tomorrow.
• Long-Term Care: Helping create certainty that the cost of care can be met.

Long Term Care may involve a referral to Karehero, a care navigator and matching service provider, whose services are separate and distinct to those offered by St. James's Place.