Stuart McAdam

Chartered Financial Planner, Stuart Mcadam Wealth Management, Partner Practice @St. James's Place

Edinburgh, GB
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jun 2013 — Present

Chartered Financial Planner, Stuart Mcadam Wealth Management, Partner Practice @St. James's Place

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Edinburgh, GB

I have over 33 years experience in the financial services industry and provide assistance to clients in all areas of their Financial Planning, and achieved Charter Financial Planner status in July 2021.As a Partner of St. James’s Place Wealth Management, I provide a wide range of Wealth Management services to individuals and businesses across Scotland - mainly in Edinburgh, Perthshire, Fife and Dundee.My emphasis is on maintaining a long-term, face to face, personal relationship with my clients and to provide them with a source of trusted advice as their financial needs evolve over the years.

SKILLS

Preparation of WillsLong Term Care InsuranceInheritance Tax PlanningMortgage LendingInvestment ReviewsRetirementEnterprise Investment SchemeRetirement PlanningCritical IllnessIncome ProtectionIsasPensionsPension FundsWealth ManagementFinancial AdvisoryInvestment StrategiesHome InsuranceInvestmentsVenture Capital TrustsInvestment AdvisorySavingsProtectionLife InsuranceFinancial Services

ABOUT STUART MCADAM

Chartered Financial Planner & Fellow of the CII, Stuart McAdam Wealth Management, Partner Practice

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Stuart McAdam — Chartered Financial Planner, Stuart Mcadam Wealth Management, Partner Practice at St. James's Place in Edinburgh, GB | Unifers