Stuart McAdam
Chartered Financial Planner, CeMAP, ACIBS
I provide Wealth Management advice to individuals and businesses mainly in and around Edinburgh. However, I look after many clients based throughout Scotland. My personal, face to face service offered is tailored to meet your financial objectives.
About
Stuart McAdam Wealth Management was established in June 2013, when its Principal Stuart McAdam accepted an invitation to join St. James's Place. Prior to this, Stuart worked with Lloyds bank for 24 years.
We specialise in meeting the financial needs of both individuals and businesses. We pride ourselves on building strong and long lasting relationships with our clients, which allow us to provide a highly personalised service tailored to their individual goals and objectives.
Our aim is to identify your financial priorities and objectives, and then develop a strategy around this to meet your individual needs. With more than thirty years of experience in Financial Services, Stuart McAdam Wealth Management can offer specialist advice on a wide range of areas.
The standard of the service we provide is reflected by the volume of clients who personally recommend us to their friends and colleagues so that they too may benefit from sound professional advice.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
Promotions
Advice & Services
We offer an excellent wealth management service which will help you achieve your goals
More about St. James's Place
We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond.
St. James's Place Guarantee
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.
SJP Approved 12/09/2022
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.
