Welcome to Strathtay Wealth Management
Strathtay Wealth Management offers personalised, face-to-face and virtual financial planning to individuals, families, and generations across Perth, Dundee and the surrounding areas. We place our clients at the centre of everything we do, delivering clear, tailored advice built on trust, integrity, and long-term relationships. Our goal is to help you identify what matters most, create a plan to support your future, and achieve financial peace of mind, whether that’s through retirement planning and investment planning, protection cover, or finding the right mortgage. We don’t just deal in numbers, we focus on people, providing holistic support at every stage of your and your families financial journey.What we do
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
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SJP Approved 12/06/2025
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.
Strathtay Wealth Management is registered in Scotland, Number SC841749. Registered Office: 41 Main Street, Methven, Perth, PH1 3PS.
