Our Story
Kieran Fowley Wealth Management is a client-focussed Practice based in Edinburgh and Kinross. We serve clients right across the UK, with a particular focus on business owners, professionals planning for retirement, and already retired clients with investment and succession planning needs.
We have a strong orientation to long-term planning, with a strong emphasis on tax efficiency. At the core of our approach is a determination to really understand what is important to our clients and ensuring they are working towards ever-increasing financial security. We create solid, quantifiable financial plans for our clients, reinforced by regular reviews to consider changes in objectives and circumstances.
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.
