Maclennan Wealth Management Ltd was set up in 2019 as an Associate Partner Practice of St. James's Place to give financial peace of mind by offering a first-class wealth management service built on quality, integrity and excellence in the best interests of all our discerning clients. With the benefit of a one-to-one relationship we are able to provide highly personalised, face-to-face wealth management advice to individuals, families, trustees and businesses across the UK in order to meet all of their financial needs.
Whether you are a working professional looking to grow, manage, protect or preserve your wealth or a business owner/director looking to help ensure that you have the right plans in place for your company, the award winning approach of St. James's Place can help. We do this by offering a wide range of wealth solutions from providing access to discretionary portfolios and the St. James's Place distinctive approach to investment management, through to tax efficient structuring and investment planning, succession planning, lending and specialist insurance, access to cash management, specialist entrepreneur services and philanthropy.
All our costs and charges are fully transparent and competitive, whilst our performance management is rigorous.
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.
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.
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.