Our Services

Our first meeting is at our cost.

Rutland Independent Wealth Management is authorised and regulated by the Financial Conduct Authority. It is entered on the FCA register under reference 671726. We recommend that you check this.

What we do

Our primary focus is on the provision of independent wealth management services for private investors and retail businesses throughout Scotland. The range of services covers all aspects of the following:

• Protection
• Retirement Planning
• Investment Planning
• Inheritance Tax mitigation & Trusts
• Holistic Wealth Management Advice
• Regular Financial Reviews

The business model centres on highly structured technology-based processes. This enables us to deliver a highly streamlined cost efficient service proposition to all our clients. Inheritance Tax Planning is not regulated by the Financial Conduct Authority.

What can you expect as a client

• Independent professional and tailored advice from a qualified financial adviser
• Access to our unique wealth management process
• A commitment to provide transparent costs and charges
• Security and safety with an embedded commitment to regulatory and professional standards throughout