Stuart McLean

Stuart McLean

McLean and Partners Wealth Management Ltd

Minimum savings/pensions: Over £100,000

0131 268 0099
Based in Edinburgh
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Verified since: June, 2020

4.9 out of 5

70 reviews


Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 02 April 2025

    Stuart and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 5

    Recent Client Reviews

    Verified reviews: 100%

    Stuart has received 5 client reviews in the past 12 months; 100% of these have been verified

  • Restricted Financial Adviser

    Last checked: 02 December 2024

    When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.

  • Qualifications Uploaded

    Qualifications not yet added

    Stuart has not yet added their qualifications to their profile

  • Transparent Fees

    Fees not yet added

    Stuart has not yet added their fees to their profile

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 02 April 2025

    Stuart and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 5

    Recent Client Reviews

    Verified reviews: 100%

    Stuart has received 5 client reviews in the past 12 months; 100% of these have been verified

  • Restricted Financial Adviser

    Last checked: 02 December 2024

    When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.

  • Qualifications Uploaded

    Qualifications not yet added

    Stuart has not yet added their qualifications to their profile

  • Transparent Fees

    Fees not yet added

    Stuart has not yet added their fees to their profile

Guiding clients through the sometimes complex world of financial planning with almost 30 years of industry experience. Simplifying arrangements into sensible and personal solutions with you and your family at the heart of the picture. I'm privileged to work with clients, families and businesses who value a 'hands on' approach to managing growth of their wealth and enabling financial protection of their assets for their loved ones. You can have confidence that as a highly qualified, Chartered Financial Planner and Senior Partner Practice of St. James's Place based in Edinburgh that through an emphasis on long term relationships, we can provide you with trusted advice of the highest standards as your needs evolve over the coming years. Full details at: www.McLeanandPartnersWM.co.uk The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. This Partner/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 at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved 11/02/2025

£430,000 Consumer Protection

Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).

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