Tailored financial advice across Perth, Kinross, Auchterarder, Crieff, Stirling and beyond
Whether you're planning for retirement, setting up investments, protecting your family or making the most of your business success, AS Wealth Management is here to help you create a clear financial plan that fits your life. We work with professionals, business owners, company directors, families and retirees across Scotland and the UK who want clarity, confidence and expert guidance with their finances.
Many of our clients come to us because they're unsure if they're saving enough, worried about making costly financial mistakes or want to understand if they're on track to achieve their goals. Through straightforward advice, long-term planning and ongoing support, we help you make informed decisions that protect your wealth, minimize unnecessary tax, and give you confidence about the future.
We would love to meet you for an exploratory initial meeting without obligation. This gives us a chance to learn more about your circumstances and for you to learn more about who we are.
What we do
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
Real People. Real Plans. Real Financial Confidence.
Our clients trust us to help them make confident decisions about their money, from retirement and investment planning to protecting their wealth and planning for the future.
This video captures one of the events we host for our clients—because we believe great financial advice is about more than numbers. It’s about building long-term relationships, understanding what matters to you, and being there at every stage of your financial journey.
Looking for a financial adviser who takes the time to understand you? Let’s start a conversation.
Addresses
SJP Approved 15/05/2026
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.
