FD Wealth is a financial planning firm based at 133 Finnieston Street in Glasgow. It is authorised and regulated by the Financial Conduct Authority and is listed on the Financial Services Register under firm reference 231408.
Its advice covers investments, pensions and retirement planning, life insurance, and estate and tax planning. The firm points out that the FCA does not regulate estate planning, tax planning, or some forms of business planning. FD Wealth holds Chartered firm status from the Chartered Institute for Securities & Investment.
The company was incorporated in Scotland in 2002 as French Duncan (Financial Services) Ltd and later traded as French Duncan Wealth Management Ltd. It took the FD Wealth name in October 2023. Its office is in Suite A, on the third floor of 133 Finnieston Street in Glasgow's Finnieston area. The firm publishes direct contact details for its Finnieston office and serves clients from its Glasgow base.
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Location
Suite A, 3rd Floor, 133 Finnieston Street, Glasgow, G3 8HB
