applewealth.svg

Alan McPhail

DipPFS
Having advised in all aspects of wealth management, I take great pride in the advice and service that I provide. My focus is on developing and maintaining long term client relationships, providing a source of trusted advice as financial planning needs evolve in the years ahead.

About

Alan has worked in financial services for over 25 years, providing financial planning advice to both individual and corporate clients alike.

Away from the office Alan enjoys spending time with his wife and two sons, and in particular their sporting activities.

Based in Falkirk, Apple Wealth was established with the aim of providing financial planning advice to help individuals and business owners plan for their futures.

We are all different, but by understanding and listening to your financial planning objectives, we aim to deliver the right solution for you.

Promotions

Item 1 of 4

Advice & Services

We offer an excellent wealth management service which will help you achieve your goals

News & Insights

Visit Insights to read articles and news to help you make informed decisions about your wealth

More about St. James's Place

We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond.

SJPWM-Crop-Blue.svg

St. James's Place Guarantee

St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.

SJP Approved 09/08/2022

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.

Apple Wealth Ltd is registered in Scotland, Number SC577170. Registered Office: 54a Cow Wynd, Falkirk, Stirlingshire, FK1 1PU.