Independent Financial Planning

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

My Wealth Manager

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My Wealth Manager

My Wealth Manager was born after many years of clients requesting that I pass on details of their life insurance and investments to their family and legal advisors in the event of their death.

The difficulty arises when you realise that people move their money around regularly to acheive the best interest rate and I only had access to a portion of their wealth.

Director Alan Wardrop says “I believe My Wealth Manager has developed to be so much more than just a wealth register. As a result of constructive feedback from our customers and a massive input from our technology provider we have found a real solution to managing money.”

 

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