Fitzroy Wealth Management

Independent Financial Adviser 17 Fitzroy Place, Glasgow, G3 7RW

First meeting at adviser's own cost

Response rating

7.0/10

10th September 2018

We have G60 qualified pension specialists available for assisting clients with the new pension freedom rules effective from 6th April,2015.

We can advise you on

Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Unit trusts
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
Financial planning
- Wealth management
Mortgages
- Buy to let
- Equity release
Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
- Payment protection insurance
Business
- Corporate pension
- Employee benefits
- Group critical illness
- Group income protection
- Group life insurance
- Group pensions
- Group private medical insurance
- Group protection
- Group risk
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Long term care
- Long term care

Meet our advisers

Alan Wardrop ACIBS,DipPFS,Certs CII (MP&ER)

Director

Qualifications & Accreditations Hide qualifications

ACIBS - Associate of the Chartered Institute of Bankers in Scotland (CIOBS)

This qualification assesses the knowledge and skills to enhance the career and promotion prospects of those aspiring to middle and senior management positions.

Dip PFS - Personal Finance Society Diploma (PFS)

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

AFPC - Advanced Financial Planning Certificate (CII)

In order to have completed this qualification, individuals were required to obtain three units. These could have been selected from any combination of the available units at that time but must have included the compulsory G10 unit - Taxation and Trusts.

G60 - Pensions (CII)

This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

Daniel Boyle

Adviser

Qualifications & Accreditations Hide qualifications

G10 - Taxation and Trusts (CII)

This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.

Leslie Gray

Director

Qualifications & Accreditations Hide qualifications

Dip PFS - Personal Finance Society Diploma (PFS)

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Mark Connell

Financial Adviser

Qualifications & Accreditations Hide qualifications

Dip PFS - Personal Finance Society Diploma (PFS)

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Ryan Gray

Finncial Adviser

Qualifications & Accreditations Hide qualifications

Dip PFS - Personal Finance Society Diploma (PFS)

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

What our clients say

My retirement advice was provided by Alan and his firm over 7 years ago and I have enjoyed a great retirement based on that advice. I meet with Alan on a regular basis and continue to receive on going advice. Happy to recommend.

Kenneth Grummitt, Rutherglen

Alan Wardrop has been my adviser for many years and I have appreciated both the personal and professional approach Alan brings to his advice. Happy to recommend Alan and Fitzroy Wealth Management to new potential clients.

David Cassidy, Glasgow

Where to find us

17 Fitzroy Place, Glasgow, G3 7RW

About us

Fitzroy Wealth Management have highly qualified, experienced advisers with each having over 20 years experience in financial services. We offer advice on a range of products including investments, pensions, mortgages & protection. We work on a fee only basis for all advice with the exception of life protection where we offer a commission basis. All costs will be discussed at your first meeting, which will be free of charge.

Our services

We create a very personal relationship with our clients specialising in investment and pension planning.

We can advise you on

Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Unit trusts
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
Financial planning
- Wealth management
Mortgages
- Buy to let
- Equity release
Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
- Payment protection insurance
Business
- Corporate pension
- Employee benefits
- Group critical illness
- Group income protection
- Group life insurance
- Group pensions
- Group private medical insurance
- Group protection
- Group risk
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Long term care
- Long term care

Advice methods

Telephone
Face to face

Special offers

Choose an Unbiased exclusive special offer:

Preferred clients

Minimum wealth (income/assets)

£0

Minimum pension value

£0

Minimum mortgage value

£0

Website

Contact options

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