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Helping You Plan Your Financial Journey

From investment portfolios to pension planning and everything in between, our team will support you with every step.

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Retirement Planning for Individuals

The nuances of retirement planning can be lost on some. Covering pension incentives, taxes, economic changes, and more, our Personal Tax team will work closely with you to get your future plan on track. 

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Estate, Succession, or Inheritance Planning

Rises in property prices over the years are causing families to face Inheritance Tax. Our advisers are adept in this complex area, able to navigate sole individuals and multiple generations of families with care.

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Financial Planning for Businesses

Often the needs of the business and its owners are interlinked, so our team help clients consider all the elements at play to arrive at the best solution for both.

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Investment Planning & Consultancy Services

Individual Savings Accounts (ISAs), pensions, general investment accounts as well as direct shareholdings, etc. are all covered and managed by our team. Our team focuses on each client’s short-, medium-, and long-term requirements to provide suitable advice.

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Meet the Team

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.

 
Meet The Team

End of Text Year Advice – 2023/24

We have pulled together a summary of options that might be worth considering as we close in on the end of the 2023/24 tax year. There are a range of opportunities, spanning a variety of financial topics, that may assist in helping to optimise your use of products and strategies.

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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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