Fidra Wealth Management Ltd

Independent Financial Adviser  Sycamore House, North Berwick, East Lothian, EH39 4QU
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FCA authorised
Last authorised 14th June 2021
As a firm of Chartered Financial Planners we help clients minimise tax, protect assets and improve investment returns.
We can advise you on
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
Meet our advisers
MR Will Douglas BA (HONS) AFPS
Principal/Owner
About us

Our Principal, Will Douglas is a Chartered Financial Planner, a title that can only be conferred under the auspices of The Privy Council, indicating professional attainment and an on-going commitment and adherence to a strict code of ethics.

Fidra Wealth Management is an independent, fee based financial management & wealth planning practice offering concise, practical advice to help clients minimise tax, protect assets and improve investment returns. We advise private individuals as well as trusts, charities and businesses.

Our services

As a firm of Chartered Financial Planners we help clients minimise tax, protect their assets and improve investment returns.

Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£250,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face

Sycamore House, Grange Road, North Berwick, East Lothian, EH39 4QU

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