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Newly established SJP partner firm opens in Scotland

By Robbie Lawther, 6 Jan 20

Business will ‘strive to remove the jargon and overwhelming nature’ attached to industry

Aberdeen-based financial advisers Martin Welsh and Kieran Taylor have partnered to launch an advisory firm in the city.

Welsh & Taylor Wealth was set up on 2 January, as representatives of St James’s Place Wealth Management.

The firm will focus on offering financial advice and support, including guidance around pensions and investments.

The company has launched with 250 clients with plans to grow the business and improve financial wellbeing across the area.

Investing in financial knowledge

Taylor said: “We also want to help people understand that wealth can be built, from early on in your career right through to thinking about retirement.

“Investing in financial knowledge and support from a professional can be a daunting prospect, however we strive to remove the jargon and overwhelming nature that is often associated with financial advice.”

Both co-founders started their career in financial advice after graduating from the SJP Academy, and all members of the firm have previous experience working for SJP practices.

Tags: Scotland | St James's Place

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International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.