Select Wealth Managers are Independent Financial Advisers (IFAs), providing leading advice to clients throughout Central Scotland.
We are authorised and regulated by the Financial Conduct Authority and you can check this by visiting https://register.fca.org.uk and entering our reference number – 812813.
Sean Gilbert founded Select Wealth Managers after he had worked in the financial services industry, for companies such as Aviva and Prudential, for nearly a decade.
He is one of the most qualified Financial Advisers in Scotland, holding an Honours Degree in Business Studies and the converted title of ‘Chartered Financial Planner’ which is the gold standard for those giving financial advice. In achieving this title, he was awarded the ‘Turris Partnership Quaich’ by the Insurance and Actuarial Society of Glasgow for achieving the highest grade in the Advanced Diploma in Financial Planning of members who sat exams that year. He is also a Fellow of the Personal Finance Society.
We have offices in Stirling, Falkirk and Livingston and are also able to meet at your home, place of work or anywhere else that suits.
The first meeting is at our cost. It is a chance for us to meet face to face and discuss the objectives you are looking to achieve. Once we know what you are looking for, and the work involved, we will let you know what our fee will be should you wish to appoint us. If at this stage you decide not to proceed with us, then no fee is due.