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  11. Fitzroy Wealth Management

Fitzroy Wealth Management

Independent Financial Adviser  17 Fitzroy Place, Glasgow, G3 7RW
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FCA authorised
Last authorised 20th September 2021
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
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Annuity purchase
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Auto enrolment
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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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Buy my next home
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Buy to let
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Equity release
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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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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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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Payment protection insurance
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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
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Meet our advisers
MR Mark Connell
Financial Adviser
MR Ryan Gray
Finncial Adviser
MR Alan Wardrop ACIBS,DipPFS,Certs CII (MP&ER)
Director
MR Leslie Gray
Director
MR Daniel Boyle
Adviser
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.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face

17 Fitzroy Place, Glasgow, G3 7RW

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