Business Details
11 Years
experience
Your Trusted Financial Partner in Aberdeen
Established in 2015, McCue Wealth Management was founded by Mark McCue following two decades of experience in investment management. Our team combines deep industry expertise with a commitment to building long-term relationships with clients across Aberdeen and Aberdeenshire. We specialise in delivering tailored wealth management solutions, focusing on helping clients build, grow, protect, and preserve their financial assets. As part of the St. James's Place Wealth Management network, we provide access to a comprehensive range of products and services while maintaining a personal, client-centric approach.Our advisers prioritise understanding individual client needs to create bespoke strategies aligned with their financial goals. With offices in Aberdeen and Westhill, we serve both private and corporate clients, offering specialist advice in areas such as retirement planning, protection planning, and intergenerational wealth management. Our approach is underpinned by transparency, professionalism, and a dedication to delivering value through personalised financial solutions.
Services
Investment Management
Retirement Planning
Protection Planning
Corporate Services
Mortgages
Wealth Preservation
Financial Planning
Client Advisory
Intergenerational Wealth
Personalised Solutions
Details
- Year established: 2015
Highlights and features
- We offer over 20 years of specialised wealth management experience.
- Our approachable team builds personal, long-term relationships with clients.
- Bespoke advice tailored to meet individual financial goals.
- Access to the resources and expertise of St. James's Place.
- Committed to providing personalised solutions in Aberdeen and Aberdeenshire.
Associations and certifications
- Financial Conduct Authority
Services
Investment Management
Our investment management service focuses on creating tailored portfolios aligned with your financial objectives. We combine market expertise with risk assessment to optimise returns while safeguarding capital. Clients benefit from ongoing portfolio reviews and strategic adjustments to navigate changing economic conditions.
Retirement Planning
We design comprehensive retirement plans to ensure financial security during your post-work years. Our approach considers income requirements, tax efficiency, and lifestyle goals, leveraging pension schemes and investment vehicles to build sustainable retirement income streams.
Protection Planning
Our protection planning identifies potential financial risks and implements insurance solutions to mitigate their impact. We assess life, health, and income protection needs to create safeguards that preserve wealth and provide peace of mind for you and your family.
Corporate Services
Tailored financial solutions for businesses include succession planning, cash flow management, and employee benefits strategies. We work closely with company directors to enhance corporate financial resilience and support long-term growth objectives.
Intergenerational Wealth
We help clients transfer wealth across generations through strategic estate planning. Our services include trust creation, tax-efficient gifting strategies, and legacy structuring to ensure your financial values endure for future beneficiaries.
People
Mark McCue
Director
Mark McCue established McCue Wealth Management in 2015 after 20 years in investment management. He leads our team in providing bespoke financial advice to clients across Aberdeen and Aberdeenshire, combining industry expertise with a personal approach.
Questions
What services does McCue Wealth Management offer?
We provide investment management, retirement planning, protection planning, corporate financial solutions, and intergenerational wealth strategies tailored to individual and business client needs.
How are your financial advisers qualified?
Our team includes FCA-authorised professionals with over 20 years of combined experience in wealth management, operating under St. James's Place Wealth Management's regulatory framework.
Do you work with both individuals and businesses?
Yes, we serve private clients and corporate entities across Aberdeen and Aberdeenshire, offering bespoke financial strategies for diverse personal and business requirements.
What areas do you cover?
We primarily serve clients in Aberdeen and Aberdeenshire, with office locations in Aberdeen and Westhill providing localised financial advisory services.
How long have you been established?
McCue Wealth Management was founded in 2015 by Mark McCue, who continues to lead our client-focused advisory services in the region.
