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Meet The Team

Experienced & Approachable

Our experienced and approachable team of independent financial planners work with a variety of clients, including individuals, families, business owners and trustees.

Whether it’s simple pension advice or discussing a large investment portfolio, we want to hear from you. Call today for a free, no obligation consultation.

From there you can decide what your next steps are and look forward to financial peace of mind.

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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
  • Connect on LinkedIn

After qualifying as a solicitor, with four years commercial experience in practice, Gavin retrained as a Financial Planner. Since then he has completed three years practical, hands-on experience dealing directly with a variety of clients. Throughout these two career strands, he has gained much experience, enabling him to provide clients with holistic, structured and effective financial planning solutions based on a thorough understanding of their goals, timescales and circumstances.

In addition to his general practice work, Gavin combines his legal experience with his financial planning training to deliver specialist advice in the area of Personal Injury and Compensation Settlements.

Gavin holds the Diploma in Regulated Financial Planning, is a proud holder of a Statement of Professional Standing and is studying towards becoming Chartered.

  • 0141 260 7200
  • g.macphee@fdwealth.co.uk
  • Suite A, 3rd Floor, 133 Finnieston Street, Glasgow, G3 8HB
  • Connect on LinkedIn

A Chartered Accountant by background, Graeme has had a varied career running a number of businesses including a direct sales company, a pensions administration business and one of Scotland’s largest independent accountancy practices. 

He has been involved with Financial Services businesses for nearly 20 years and has been a director of FD Wealth for over 12 years. In addition to FD Wealth, Graeme is also the Chairman of FD Intelligence Ltd, a business involved in the creation of intelligent automation solutions using software robots.

After graduating from Glasgow University, Alastair began his career in Financial Services a little over 16 years ago.  Working through all aspects of the process and dedicating his spare time to acquiring the necessary qualifications, his first few years were spent within administration. 

Progressing through the operational side of the business, he then spent the next 12 years on the consultancy side.  Developing both corporate and private wealth clients, his professional journey also saw him assume the role of Senior Manager for Compliance and Money Laundering functions, underscoring his commitment to regulatory integrity.

Having also spent time on the Investment committee, he developed a strong understanding of how to construct and adapt various investment strategies that would allow him to accommodate capital preservation, a desire for strong growth and everything in between. 

Alastair brings a wealth of experience to the team, aligning with our existing expertise. Diploma-qualified and on the cusp of achieving Chartered status, his addition enhances our proposition. Existing and new clients alike, can anticipate a valuable asset in Alastair, as we continue to elevate our wealth management services.

  • 0141 260 7200
  • a.pickard@fdwealth.co.uk
  • Suite A, 3rd Floor, 133 Finnieston Street, Glasgow, G3 8HB
  • Connect on LinkedIn

Elaine has over 25 years administration experience within the Financial Services industry, particularly in the area of client support where she takes pride in providing professional and courteous assistance to both our clients and Financial Planners and to the wider FD Wealth team.

Elaine’s responsibilities include onboarding new clients, training colleagues and has a specific focus on income reconciliation, keeping the books balanced.

Outside of the office Elaine enjoys spending time with her family and friends and often likes to enjoy the sport of the season.

  • 0141 260 7200
  • e.welsh@fdwealth.co.uk
  • Suite A, 3rd Floor, 133 Finnieston Street, Glasgow, G3 8HB
  • Connect on LinkedIn

Cameron (Cammy) joined the French Duncan Wealth Management (FDWM) team in the beginning of May 2022 as Trainee Client Service and Support, after recently graduating from Glasgow Caledonian University with a first-class honours degree in Finance, Investment and Risk.

Since then, Cammy has gained valuable knowledge in the world of financial services, such as the annual review process and the daily processing of new business. Cammy works closely with the other members of the team to ensure that business is carried out as smoothly as possible for the clients of FDWM. At the same time, he is working towards his diploma in Regulated Financial Planning and is currently completing an ‘Art of Administration’ course.

  • 0141 260 7200
  • c.west@fdwealth.co.uk
  • Suite A, 3rd Floor, 133 Finnieston Street, Glasgow, G3 8HB
  • Connect on LinkedIn