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McPherson Wealth Limited

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McPherson Wealth Ltd is a local company with a number of experienced Financial Advisers situated across Central Scotland. As a Member of The Advice Partnership from Prudential, they have over 20 years of combined experienced in the financial services industry.

Mcpherson Wealth Ltd helps people achieve financial security by providing expertise across all areas of financial planning, including retirement, investments, and estate planning. They take pride in providing investment solutions to meet their individual clients’ needs, following a rigorous assessment of each client’s financial circumstances.

Quite simply, McPherson Wealth Ltd provides sound, personal and expert advice.

Scott has been in Financial Services for over 15 years and holds a Diploma in Financial Planning. After three  successful years as a financial adviser with Prudential Financial Planning, Scott  was delighted to establish McPherson Wealth Ltd, as part of The Advice Partnership from Prudential. 

In his spare time, Scott enjoys keeping fit, socialising with friends and spending time with his wife Julie and daughters, Alexa and Ada.

Euan has recently qualified as a Financial Adviser and holds a Diploma in Financial Planning. After many successful years across client supporting roles with Prudential Financial Planning, Euan was delighted to join McPherson Wealth Ltd. 

In his spare time, Euan enjoys keeping fit by playing football and attending his local gym. He also enjoys socialising with friends and spending time with his family including his partner Anna and daughter, Maeve.

From 19th November 2021, “Prudential Financial Planning” and “The Advice Partnership from Prudential” are now known as “M&G Wealth Advice”.

Duncan has worked in the finance industry since 2012, and holds a diploma in Regulated Financial Planning. He joined McPherson Wealth in 2023. 

Duncan lives in Alloa with his wife Marianne, and their cocker spaniel Pepper. He enjoys reading, travelling and is a keen cyclist.

Testimonials

February 2021

I have had Scott as my adviser since September and he has given me first class advice all the way through until now. He has been very professional to deal with but also very easy to talk to and always available to answer any of my questions. He always gave me plenty of confidence with the advice he gave. I would recommend him to any of my colleagues or friends without hesitation. 

February 2021

Having recently retired, I was seriously naive about my financial situation going forward, I had DB pensions, DC pension paperwork etc gathered over the years which to be honest, I didn't understand how the systems worked. Having dealt with Prudential previously, I contacted them to see if they could help me out with advice regards my pension funds. They arranged a video call (Covid Protocol) with one of their financial planning advisers, Mr. Scott McPherson, who talked me through where I was now and where I hoped to be financially going forward. 

Scott explained my options very clearly and precisely, with honest answers to any questions asked. Nothing was being pushed at me, any costs were made known from the start, which was appreciated. I decided to go with Scott and he expertly dealt on my behalf with the different pension companies. I now have a regular monthly pension coming through and looking forward to enjoying retirement. Scott is always at the end of the phone for any questions / advice. I would gladly recommend him to anyone looking for financial planning advice.

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Scott Mcpherson
Euan Mcauliffe
Duncan Cameron

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McPherson Wealth Limited is an appointed representative of M&G Wealth Advice Limited. M&G Wealth Advice Limited is authorised and regulated by the Financial Conduct Authority. M&G Wealth Advice Limited is registered in England and Wales. Registered office at 10 Fenchurch Avenue, London EC3M 5AG. Registered number 5739054.

M&G plc, incorporated and registered in England and Wales. Registered office: 10 Fenchurch Avenue, London EC3M 5AG. Registered number 11444019. M&G plc is a holding company, some of whose subsidiaries are authorised and regulated, as applicable, by the Prudential Regulation Authority and the Financial Conduct Authority.

M&G plc is a company incorporated and with its principal place of business in England, and its affiliated companies constitute a leading savings and investments business. M&G plc is the direct parent company of The Prudential Assurance Company Limited. The Prudential Assurance Company Limited is not affiliated in any manner with Prudential Financial, Inc, a company whose principal place of business is in the United States of America or Prudential plc, an international group incorporated in the United Kingdom.