Scott James Wealth Management
Scott James Wealth Management, in conjunction with St. James’s Place, provides holistic financial planning to individuals, businesses and charities. I provide Investment, Pension and Inheritance Tax planning advice as well as advice on Life Insurance, Critical Illness cover and Income Protection (for personal and business clients). My aim is to enhance and protect clients wealth for the benefit of them and their families. I grow my business by referall from existing clients who are happy and appreciative of the help and advice I have provided them with over the years. I currently look after 130 households and look after/advise them on the £14miilion of Funds I currently have Under Management. I have clients all over the north east including Stonehaven, Inverbervie, Laurencekirk and Fettercairn to name but a few of the towns I cover.