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.
News
Insights, experience and advice.
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.