Welcome to Cassidy Financial Solutions

We provide wealth management advice to individuals, families and businesses in Scotland and throughout the UK. Our advice is tailored to meet your personal and/or business objectives. We are committed to building long standing relationships with clients based on trust and exceptional service.


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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.