Ever since Alan McInroy and his stepson, Victor Wood, started the company in 1986, we’ve had the confidence to choose the best path for our clients - that comes from being truly independent.
We place a high value on relationships, with each other and with our clients. Whoever you deal with, in whichever one of our offices, you will receive the same level of exceptional service.
Wendy Ferguson, CEO, provides an overview of our culture and approach to managing our clients’ wealth.
The artwork featured on our website is by Flora Wood, the aunt of our co-founder, Victor Wood. These pieces are displayed throughout our offices.
McInroy & Wood Limited provide a discretionary management service. We do not offer wealth planning services covering strategic advice and guidance on, for example, pension arrangements, insurance, estate planning or tax efficient structures (including FICs, AIM Portfolios, VCTs and EISs). However, we conduct a suitability assessment to ensure that the chosen investment mandate is suitable in light of financial circumstances and attitude to risk.
Past performance is not a guide to future returns. Markets and currency movements may cause the value of investments and income from them to fall as well as rise and you may get back less than you invested when you decide to sell your investments. Investing in securities in international markets involves certain risks and special considerations. Movements in foreign exchange rates may have a separate effect, unfavourable as well as favourable, on the gain or loss otherwise experienced on an investment. Investment in emerging markets can be subject to risks not normally associated with developed markets.
McInroy & Wood Limited is authorised and regulated by the Financial Conduct Authority (FCA) and registered as an Investment Adviser with the US Securities and Exchange Commission.
This video is a financial promotion and is intended for the recipients’ use and not for onward distribution.
Wendy Ferguson is both a current investor and the CEO of the firm. As an employee and officer, she receives compensation from the firm, which creates a material conflict of interest because she has a financial incentive to endorse the firm. No separate compensation was provided for any testimonial given in this video.
