Our philosophy
Enhancing your wellbeing
Financial wellbeing is about more than returns. It’s about peace of mind, clarity, and knowing you’re on the right path. We aim to take away financial stress, replacing it with confidence, structure, and a clear sense of progress.
Building strong relationships
Life changes and so do your goals. That’s why we stay by your side, reviewing, adapting, and ensuring that your plan continues to serve you and your family. Our clients describe working with us as a partnership built on trust, compassion, and genuine care.
Financial education
We know money isn’t always easy to talk about. That’s why we make things simple, clear, and jargon-free. You’ll feel comfortable asking questions and empowered to make informed choices.
Client Service Charter
Testimonials
McMurtrie Wealth Management has provided me with clear and knowledgeable advice. Very friendly and professional communication tailored for my personal situation. Abby has made what could've been a very daunting task into a positive experience. I would have no hesitations in recommending her to a...
Abby offers a personalised service which is professional yet friendly. She fits appointments around our busy lives and is very easy to talk to. Abby is very approachable and explains things very clearly without making you feel stupid. We feel confident in Abby’s advice and would not hesitate recomme...
Working with Louise at McMurtrie Wealth Management has been such a positive experience. They really take the time to listen and understand my personal circumstances, and their advice is always clear, practical, and easy to follow. I’ve felt supported every step of the way and completely confident in...
She is very patient with me and won’t move on until she is happy I have understood and accepted any point or explanation. She blends advice to suit my best interests.
Abby provided excellent support in helping me amalgamate my pensions. I had been putting it off for ages, then met Abby and she effortlessly took this off my hands with a high level of professionalism. I fully trust my pension is now in good hands for my retirement.
Abby was extremely helpful and reliable when providing me with advice etc. I have been working with Abby for over a year now and communication is top notch, she also always has time to explain things and is never pushy with trying to sell. Highly recommend.
Abby is knowledgeable, approachable and is very client focused. She understood exactly what our needs were and delivered solutions which didn’t only meet but exceeded our expectations. We would definitely recommend her.
Would highly recommend our adviser to anyone. Took time to get to know us and our aims and tailored the advice accordingly. Very professional and trustworthy, a pleasure dealing with her.
I have so far been delighted with my dealings with McMurtrie Wealth Management. The nature of my investment was a little complicated and I'm extremely grateful to have had the advice and help provided by Abby so that I could make the right decision for my circumstances. Abby's knowledge is fantas...
I would recommend Abby's financial advice and services. Her advice is always clear and concise and she takes time to explain things thoroughly, recommending the best option to fit my circumstances. Abby is great at keeping in touch and proactively managing my financial matters. It is definitely w...
The service and support I have received has been outstanding and I have recommended Abby McMurtrie's services to friends and family.
Abby has always been extremely professional, easy to communicate with and explains everything clearly. She clearly puts her client first and goes the extra mile to ensure their needs are met. I have already recommended her to several people.
It was a pleasure to work with Abby, she was informative and really friendly and made the whole experience quick and easy. I would not hesitate recommending her.
McMurtrie Wealth Management has provided me with clear and knowledgeable advice. Very friendly and professional communication tailored for my personal situation. Abby has made what could've been a very daunting task into a positive experience. I would have no hesitations in recommending her to a...
Abby offers a personalised service which is professional yet friendly. She fits appointments around our busy lives and is very easy to talk to. Abby is very approachable and explains things very clearly without making you feel stupid. We feel confident in Abby’s advice and would not hesitate recomme...
Working with Louise at McMurtrie Wealth Management has been such a positive experience. They really take the time to listen and understand my personal circumstances, and their advice is always clear, practical, and easy to follow. I’ve felt supported every step of the way and completely confident in...
She is very patient with me and won’t move on until she is happy I have understood and accepted any point or explanation. She blends advice to suit my best interests.
Abby provided excellent support in helping me amalgamate my pensions. I had been putting it off for ages, then met Abby and she effortlessly took this off my hands with a high level of professionalism. I fully trust my pension is now in good hands for my retirement.
Abby was extremely helpful and reliable when providing me with advice etc. I have been working with Abby for over a year now and communication is top notch, she also always has time to explain things and is never pushy with trying to sell. Highly recommend.
Abby is knowledgeable, approachable and is very client focused. She understood exactly what our needs were and delivered solutions which didn’t only meet but exceeded our expectations. We would definitely recommend her.
Would highly recommend our adviser to anyone. Took time to get to know us and our aims and tailored the advice accordingly. Very professional and trustworthy, a pleasure dealing with her.
I have so far been delighted with my dealings with McMurtrie Wealth Management. The nature of my investment was a little complicated and I'm extremely grateful to have had the advice and help provided by Abby so that I could make the right decision for my circumstances. Abby's knowledge is fantas...
I would recommend Abby's financial advice and services. Her advice is always clear and concise and she takes time to explain things thoroughly, recommending the best option to fit my circumstances. Abby is great at keeping in touch and proactively managing my financial matters. It is definitely w...
The service and support I have received has been outstanding and I have recommended Abby McMurtrie's services to friends and family.
Abby has always been extremely professional, easy to communicate with and explains everything clearly. She clearly puts her client first and goes the extra mile to ensure their needs are met. I have already recommended her to several people.
It was a pleasure to work with Abby, she was informative and really friendly and made the whole experience quick and easy. I would not hesitate recommending her.
McMurtrie Wealth Management has provided me with clear and knowledgeable advice. Very friendly and professional communication tailored for my personal situation. Abby has made what could've been a very daunting task into a positive experience. I would have no hesitations in recommending her to a...
