As Independent Financial Advisers (IFAs), we are committed to helping our clients navigate a wide range of important financial areas. This includes providing expert guidance on retirement planning, advice on pension freedoms, tax-efficient investing, life cover and estate planning.
With local offices in Edinburgh, Falkirk, Glasgow, Livingston and Stirling, as well as video conferencing facilities, Select Wealth Managers has the ability to provide personalised financial advice to clients throughout Scotland.
In addition to our comprehensive services and convenient locations, we are also authorised and regulated by the Financial Conduct Authority.
We are confident in the quality of our advice and are happy to offer a free initial consultation, with no obligation. This means that you can learn more about our services and determine if they are right for you without any financial risk. Contact us today to schedule your consultation and take the first step towards a brighter financial future.
As a financial advisory firm, our primary goal is to help clients set and achieve their financial objectives in a way that aligns with their unique needs and risk tolerance. This could mean protecting their assets, preparing for retirement, or seeking higher returns on investments. We can create a personalised plan to help clients achieve these goals.
If you already have a financial portfolio in place, we can help review its performance and suitability. This includes evaluating whether or not it makes sense to make changes to its current setup. It’s important for clients to regularly re-evaluate their financial plans, as personal circumstances often change over time. If you are unsure about how your current solution is performing, now is a good time to have it reviewed by professionals.
On the other hand, if you are starting from scratch and looking for a way to build a long-term investment plan that can work for your future, we can help with that as well. We can provide a comprehensive plan and a suitable investment platform that allows you to structure your financial portfolio in the most tax-efficient manner, using multiple fund managers within a single, easy-to-manage account.
No matter what your situation is, we are here to help you take control of your financial future and achieve your goals. We look forward to working with you and helping create a successful financial plan.
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.
Meet a local Financial Adviser
Login to your online account
Here we focus on topical issues
Yes, Select Wealth Managers are Authorised and Regulated by the Financial Conduct Authority (FCA). This means that if things go wrong, you are protected by both the Financial Ombudsman Service (FOS) and Financial Services Compensation Scheme (FSCS). Read more…
There’s nothing to pay for an initial meeting with an adviser.
We offer independent financial advice. This means we have no restrictions on the providers we use and will only make a recommendation having carried out whole of market research.