Fitzroy Wealth Management was formed by the fusion of two long established IFA practices coming together to form a larger organisation with greater expertise in their prime financial area’s.
The management team includes Managing Director Les Gray , Dip PFS,Certs CII (MP&ER) who has over 30 years experience in providing independent financial advice to personal clients. Mr Gray is also Chairman of Hamilton Academical Football Club.
Fellow directors are Alan Wardrop Dip PFS, ACIBS, Certs CII (MP&ER) and Daniel Boyle Dip PFS.
The football connection continued when Alan was appointed to the board of St.Mirren Football Club on 22nd July, 2016.
The business has grown to a level where it now manages in excess of £250 million of client’s funds.
FWM operate on behalf of both personal and corporate clients. At FWM we are very aware of how hard our clients have worked to create their wealth and we work hard to both protect and grow our clients wealth with consideration to appropriate tax wrappers and planning.
All staff are highly qualified with all the directors having attained Diploma status from the Chartered Insurance Institute. Each director has over 30 years experience in financial services covering areas such as banking, accountancy and financial advice. We encourage all our staff to study and grow their financial knowledge and reward them for achieving exam success in exams issued by the Chartered Insurance Institute. We participate in a programme to achieve Continuing Professional Development (CPD) to ensure we are up to date with the latest legislative and industry developments in the financial services arena.
FWM’s approach is very personal. We build strong working relationships with our clients by meeting with them regularly and taking an interest in their lives and their financial goals. We know the families we represent and we have built our business on results and recommendation.