Fitzroy Wealth Management

Independent Financial Adviser 17 Fitzroy Place, Glasgow, G3 7RW
First meeting at adviser's own cost
Response rating
7.0/10
FCA verified
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
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Unit trusts
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Wealth management
    • Buy to let
    • Equity release
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Long term care
Meet our advisers
Alan Wardrop ACIBS,DipPFS,Certs CII (MP&ER)
Director
adviser-person
Daniel Boyle
Adviser
adviser-person
Leslie Gray
Director
adviser-person
Mark Connell
Financial Adviser
adviser-person
Ryan Gray
Finncial Adviser
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

Contact us
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.

Advice methods
  • phoneButton
    Telephone
  • icons
    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

Similar advisers near you

Independent Financial Adviser 0.07 mi
We provide a unique personal service, offering bespoke and personal advice to each individual not off the shelf products.
 
Independent Financial Adviser 0.14 mi
Our aim is to help you achieve your financial goals.
 
Independent Financial Adviser 0.36 mi
Chartered practice providing Pension Transfer Specialist advice on a holistic approach incorporating Investments, savings, trusts and estate planning.
 
Independent Financial Adviser 0.42 mi
At Paton Wealth Management we can offer you Chartered Financial Planners that are specialists in pensions and retirement.