Independent Financial Planning

T: 0141 226 3184 | E: aw@fitzroywm.co.uk

Fitzroy Wealth Management
looking after your future…

A warm welcome from the directors and staff of Fitzroy Wealth Management.

Fitzroy Wealth Management (FWM) are independent financial advisers with their Head Office based in the Charing Cross area of Glasgow, half way between Glasgow’s cosmopolitan West End and its vibrant City Centre. We also have offices in Edinburgh and London. We specialise in providing independent financial advice to both personal and corporate clients, with particular regard to investment, inheritance tax planning and retirement options.

At FWM we are responsible for managing client funds in excess of £250 million and that is a responsibility we do not take lightly.

We are experienced wealth managers, advising and helping our clients achieve their financial goals.

Our financial services expertise allows us to offer solutions to the many challenges our clients face. We recommend solutions and tailor recommendations. Our additional expertise is provided by guiding our clients through the enormous choice of funds and fund managers available to achieve the best investment returns for their money.

Our philosophy is simple, we always try to put ourselves in our clients shoes.We advise them as if we were in their position, but with the added value of our expertise and industry knowledge.

It helps that each of our advisers has over 30 years experience in financial services.


If you wish to register a complaint, please contact us:

In writing:
write to The Compliance Officer, Fitzroy Wealth Management Limited, 17 Fitzroy Place, Glasgow, G3 7RW
By phone: 0141 226 3184

In the event you are unsatisfied with our response you can refer your complaint to the Financial Ombudsman at www.financial–ombudsman.org.uk

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