Stuart Mclean work email
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Stuart Mclean personal email
Thank you for taking the time to visit my LinkedIn Profile.My aim is to provide quality, trusted financial advice and maintaining long-term, valuable relationships with my clients as their financial needs evolve over the years.I started in the financial industry in 1988 with Scottish Widows in Edinburgh and then on to Standard Life, where I became a Senior Financial Planning Consultant. In 2002 I accepted an invitation to join St. James's Place and set up McLean & Melrose Wealth Management (later becoming McLean & Partners Wealth Management) with the sole purpose of providing top quality financial planning solutions to business owners, senior employees and retirees.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). The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.(SJP Approved 30.01.2023)
Mclean & Partners Wealth Management Ltd
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DirectorMclean & Partners Wealth Management Ltd Sep 2019 - PresentEdinburgh, United Kingdom
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Senior Partner PracticeSt. James'S Place Wealth Management Jan 2002 - PresentEdinburghAfter 7 years with St. James's Place, we achieved the highly acclaimed position of 'Senior Partner Practice' in May 2009.St. James's Place Wealth Management is a FTSE 100 company, recently awarded "Best Financial Adviser" at the prestigious Personal Finance Awards 2022. The company's success has grown through its ethos of offering quality, face-to-face wealth management advice and commitment to building trusted and enduring relationships with its clients. The St. James's Place proposition is further enhanced by its distinctive approach to investment management.
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DirectorMclean & Melrose Wealth Management Ltd Jan 2002 - Sep 2019EdinburghMcLean & Melrose Wealth Management was formed after receiving an invitation to join St. James's Place in January 2002 and is now a Senior Partner Practice within the St. James's Place Partnership. This opened up a new and highly focussed opportunity for my clients which continues to this day.My services include:- Individual Retirement planning- Onshore and offshore investment planning- Inheritance tax planning- Later life planning- Protection (life, critical illness, income protection)- Company pension planning, including Auto Enrolment
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Senior Financial Planning ConsultantStandard Life May 1997 - Jan 2002Specialist role developing complex financial strategies for Private Clients + mentor to Financial Planning Consultants.
Stuart Mclean Skills
Frequently Asked Questions about Stuart Mclean
What company does Stuart Mclean work for?
Stuart Mclean works for Mclean & Partners Wealth Management Ltd
What is Stuart Mclean's role at the current company?
Stuart Mclean's current role is Director at McLean & Partners Wealth Management Ltd.
What is Stuart Mclean's email address?
Stuart Mclean's email address is st****@****p.co.uk
What are some of Stuart Mclean's interests?
Stuart Mclean has interest in Shotokan And Wadu Ryu Karate, Badminton, Cycling, Running, Walking, Numbers.
What skills is Stuart Mclean known for?
Stuart Mclean has skills like Wealth Management, Inheritance Tax Planning, Pensions, Financial Services, Wealth, Investments, Strategic Financial Planning, Retirement Planning, Income Protection, Retirement, Equities, Estate Planning.
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Stuart McLean
London Area, United Kingdom -
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