Fidra Wealth Management Ltd
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Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Socially responsible investments
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Business
- Employee benefits
- Group pensions
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Pensions & retirement
- Pension consolidation
- Pension drawdown
- Pensions review
- Pensions transfer
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Savings
- Lump sum
- Regular savings
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Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
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Financial planning
- Wealth management
Sycamore House, Grange Road, North Berwick, East Lothian, EH39 4QU
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.
As a firm of Chartered Financial Planners we help clients minimise tax, protect their assets and improve investment returns.
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