Growing Team
We are delighted to introduce two new members of our team.
Craig Thomas who has joined us as Senior Paraplanner and Campbell Finnie as our first ever Trainee Adviser. A very warm welcome to both.
FD Wealth can trace its roots back to the founding of French and Cowan Chartered Accountants in Glasgow in 1904.
But today the business is a market leading Financial Planning business that always puts its clients’ best interests first. We provide financial advice and whether its advice on pensions or investments, we are there to help.
We know that our clients deserve the best possible service but what they want most is Financial Peace of Mind.
Please get in touch. We are always happy to chat and our initial conversations are at no cost to you.
Pensions & Retirement Planning
Plan your future with confidence
Life beyond work looks different for everyone. Some people choose to continue working beyond the traditional retirement age, while others aim to retire earlier and enjoy greater financial freedom sooner.
Savings & Investment Planning
Make your money work harder for you.
At FD Wealth, our independence allows us to provide access to the full range of investment opportunities. Whether your preference is active or passive investing, we will always seek to structure your portfolio in the most tax efficient manner.
Estate & Inheritance Tax Planning
Protect your legacy
Passing wealth to future generations in a tax-efficient and orderly way is a key aspect of our services. We provide strategies to minimise tax for your beneficiaries, safeguard your assets, and to make sure your family get the value you intend they will get when you pass.
Corporate Services
Protecting and enhancing your business’s future
At FD Wealth, we help businesses safeguard their future and optimise financial performance. Our comprehensive corporate services are designed to protect key individuals, support your employees, and strengthen your company’s financial position.
Meet The Team
Our experienced and approachable team of independent financial planners and wealth managers work with a diverse range of clients, including individuals, families, business owners, and trustees.
Whether you need simple pension advice or complex portfolio management, we’re here to listen. Schedule a free, no-obligation consultation today and take the first step towards a secure financial future.
AI Is Everywhere, Including Your Portfolio
One of the most common investor questions regarding the rise of artificial intelligence (AI) is “How do I take advantage of it in my portfolio?” The good news for investors is diversified equity portfolios already have exposure, mainly because AI tools touch nearly every type of business these days.
FD Wealth Awarded Chartered Firm Status
FD Wealth has now attained CISI Chartered Firm™ status. This provides strong external recognition of FD Wealth Ltd.’s commitment to the highest ethical and professional standards and to ensure that you, our clients and business partners experience the highest standards of knowledge, skills, and behaviour.
Contact Us
Schedule a free, no-obligation consultation today. Our experienced team is here to provide expert advice tailored to your unique needs.