At Traprain Financial, we believe that your ‘wealth’ is your loved ones, your mental and physical wellbeing and your lifestyle. We create bespoke financial solutions for both individuals and businesses to protect and plan for these most important aspects of life.
Our Principal, Rachel Stewart, is a columnist on financial planning for Scottish Health and Lifestyle magazine Hood and an ambassador for the Insuring Women’s Futures programme run by the Chartered Insurance Institute. Rachel is passionate about financial education both in the workplace and more generally and an initial financial review with Traprain Financial is free of charge.
Traprain Financial will provide advice on the following key areas of financial decision making:-
• Family protection and income protection
• Retirement and pension planning
• Investment planning
• Inheritance and estate planning
• Business protection
Discount Token Holder offer - There are no upfront costs for meeting with Traprain Financial, or for the creation of a bespoke, personalised solution. Any costs will be explained in full and will only occur if the personalised solution is purchased. For ELL Token Holders we offer a 20% discount on the Initial Advice Fee for all investment and protection solutions.
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 title ‘Partner Practice’ is the marketing term used to describe St. James’s Place representatives.