Fidra Wealth Management
Choosing a financial adviser to guide and manage your wealth is an important decision. For many this means finding a partner to work with who has an excellent track record with private clients. But you should demand more. As Chartered Financial Planners, helping you to achieve your ambitions and objectives defines the way we do business.
Choosing a professional as your partner in building wealth and security is one of the most important decisions you will ever make. Take your time, choose wisely and we hope that we can earn the right to work with you in the future.
The Inspiration behind the name…
The island of Fidra, located east of Edinburgh, is described in Robert Louis Stevenson’s novel Catriona and is said to be the inspiration behind the map detailed in Treasure Island. The lighthouse on Fidra was built by his grandfather, providing safe passage since 1885.
At Fidra Wealth Management, we appreciate that your ‘treasure’ has been hard earned and we are committed to helping you organise, build and preserve your wealth for the long term.
We also realise that it’s not just about the ‘money’.
It is about what your money has to do to protect you and to secure your lifestyle, both now and in the future.