Leading financial advice across Stirling, Falkirk and Livingston

WELCOME

What does financial freedom mean for you?

Being financially free is a dream that we all share but what it means is different for each of us. Whatever financial freedom means for you, it starts with making sure you have the best plan in place to make it happen. That’s where Select Wealth Managers can help.

For too long information about life’s big financial decisions has either been boring and unpalatable or painted in an overly positive light by those with a vested interest. The free guides you will find on this website are designed to counteract this, with information that is clear, concise and, where required, brutally honest. Our goal is simple: to provide you with the uninhibited information that we’d want in your shoes.

But what’s in it for us – don’t we also have a vested interest? We want to be upfront about this too. As well as providing you with guides, tools and calculators, you can also arrange a free consultation with a regulated independent financial adviser (IFA) in your area. We have offices in Stirling, Falkirk and Livingston and we hope that many of you see the value in the clear, honest and impartial information that we provide – so much so that you decide to work with one of our local financial advisers.

Your journey to financial freedom starts today.

OUR SERVICES

WHAT WILL AN INDEPENDENT FINANCIAL ADVISER (IFA) DO FOR ME?

First and foremost a financial adviser is there to help you set and meet you’re your financial goals in a way that suits your lifestyle and matches your attitude to risk. Your objective might be to protect you and your family, get ready for retirement or you might be looking for a better return on your money, a Financial Adviser a plan to help achieve it.

If you already have a financial portfolio in place then a Financial Adviser can help you review its performance and suitability, recommending whether or not it could be a good idea make changes to its setup. Our financial circumstances change as we go through life so if you are not sure how your current solution is performing then now is a good time to reevaluate it.

Alternatively, you could be starting from scratch and looking for a way to build a long-term investment plan that can work for you and your family. A local Financial Adviser can help with this too.

Whatever your situation, a Financial Adviser will provide you with a plan and an investment platform that allows you to structure your financial portfolio in the most tax efficient manner, across multiple fund managers but all within simple-to-manage account.

We have offices in Stirling, Falkirk and Livingston. To find out more, arrange your free consultation today.

The value of investments and the income from them can go down as well as up and you may not get back the amount originally invested.

HM Revenue and Customs practice and the law relating to taxation are complex and subject to individual circumstances and changes which cannot be foreseen.

Your home may be repossessed if you do not keep up repayments on your mortgage.

Ready to get started? Book your free consultation today.

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