McMurtrie Wealth Management Limited was established in 2017 when Abby McMurtrie accepted an invitation to join St. James's Place Wealth Management.
Based in Edinburgh, we provide bespoke wealth management advice to individuals and business clients throughout Scotland.
We are committed to building long-term, trusted relationships which are valued by our clients. Regularly reviewing a client’s circumstances helps keep suitable financial arrangements in place, allowing our clients to make well informed choices based on high quality advice and access to an extensive range of financial products.
On a personal level, you may be looking to grow, manage or preserve your wealth or simply looking to protect your family and loved ones. We can provide a tailored and professional approach to assist you in achieving your objectives and resultant peace of mind.
Business clients may be looking to put in place an appropriate employment package to attract and retain staff and we have a range of pension, benefit and protection products to suit. Additionally, we can offer advice on protecting and growing your business’s wealth.
We are committed to ensuring that our industry knowledge remains relevant and current by placing strong emphasis on our continuing professional development.