Fitzroy Wealth Management

Independent Financial Adviser  17 Fitzroy Place, Glasgow, City of glasgow, G3 7RW
First meeting at adviser's own cost
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
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Buy my next home
check
Buy to let
check
Equity release
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Accident & sickness
check
Critical illness
check
Healthcare
check
Income protection insurance
check
Life insurance
check
Payment protection insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Corporate pension
check
Employee benefits
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
check
Group risk
check
Long term care
Response rating
7.0/10
check
FCA authorised
Last authorised 14th September 2020
Meet our advisers
Mark Connell
Financial Adviser

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

Ryan Gray
Finncial Adviser

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

Leslie Gray
Director

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

Daniel Boyle
Adviser

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.

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

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

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.

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

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

What our clients say
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
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
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.

Where to find us
Head office address: 17 Fitzroy Place, Glasgow, G3 7RW
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Response rating
7.0/10
check
FCA authorised
Last authorised 14th September 2020

Similar advisers near you

Independent Financial Adviser 0.04 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
One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
 
Independent Financial Adviser 0.36 mi
Chartered Financial Planning practice providing Solutions for every statge of your financial life,delivering a first class service from a firm that truly puts clients at the centre of everything we do.