Fidra Wealth Management Ltd

Independent Financial Adviser Sycamore House, Grange Road, North Berwick, East Lothian, EH39 4QU
FCA verified
10th December 2018
As a firm of Chartered Financial Planners we help clients minimise tax, protect assets and improve investment returns.
We can advise you on
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Corporate pension
    • Employee benefits
    • Group pensions
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Wealth management
Meet our advisers
adviser-person
Will Douglas BA (HONS) AFPS
Principal/Owner
Where to find us

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

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.

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

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