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Estate, Succession, or Inheritance Planning

A Helping Hand

Inheritance Tax can be a thorny concept as many people find it to give unfair results. Plus, with the rises in property prices over the years, many families now find themselves potentially liable to Inheritance Tax.

Our team can help you understand and consider a range of tools to provide you with peace of mind. This may be something as simple as insurance to enable your beneficiaries to settle any inheritance tax liability without the added burden of having to make hasty decisions.

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Contact

  • 0141 260 7200
  • admin@fdwealth.co.uk
  • Suite A, 3rd Floor, 133 Finnieston Street, Glasgow, G3 8HB

Privacy Policy

FD Wealth Ltd is registered in Scotland (SC229215). Registered Office, Suite A, 3rd Floor,  133 Finnieston Street, Glasgow, G3 8HB. 

Authorised and regulated by the Financial Conduct Authority. 

FD Wealth Ltd is entered on the Financial Services Register  https://register.fca.org.uk/  under reference 231408.

The Financial Conduct Authority does not regulate Estate Planning, Tax Planning or some forms of Business Planning. The guidance and/or advice contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK. The value of your investment can go down as well as up, and you may not get back the full amount you invested.

Complaints: If you wish to register a complaint, please write to or telephone our Managing Director – Suzanne Boyle at our Finnieston address. A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 023 4 567.

Suzanne (Suzi) joined FD Wealth at the end of 2020 as Practice Manager and was quickly promoted to Managing Director.

As MD, Suzi is responsible for the day-to-day operational strategy for, whilst supporting her team, enabling both individual and business development, and focusing on continued improvements to the client experience. This requires a thorough knowledge of the advice needs for clients and an appreciation for the challenges faced by the business / industry. She is heavily involved in ensuring regulatory compliance, investment & risk management, as well as managing the systems and processes required to deliver our services. With over 20 years experience in the profession, Suzi has gained valuable knowledge in a wide range of areas working with many expert individuals and businesses across the Central belt.

Suzi works closely with the whole team at FD Wealth and enjoys the challenges and opportunities that the changes in the industry have seen over the years. She has therefore primarily focused on developing systems, improving processes and business continuity projects for a variety of professional firms such as Scottish Equitable (AEGON), Turcan Connell Asset Management (Tcam) and Cornerstone Asset Management.

Outside work you are likely to find Suzi attempting to keep fit, travelling, or at the cinema but she also enjoys reading and catching up with friends and family and walks with the newest member of the family, Irish doodle, Arwen.

  • 0141 260 7200
  • s.boyle@fdwealth.co.uk
  • Suite A, 3rd Floor, 133 Finnieston Street, Glasgow, G3 8HB
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