Independent Financial Advisers Edinburgh

Select Wealth Managers^® were established in 2014 and provide a financial advisory service in Edinburgh and the surrounding areas. We cover most areas of personal finance but specialise in Pension & Investment advice.

We are Authorised and Regulated by the Financial Conduct Authority (FCA) and were proud to be included in VouchedFor’s 2024 Top Rated Financial Adviser Guide, distributed in The Times.

We are independent.

As Independent Financial Advisers (IFAs), we are not restricted in the products or providers we will use. As such, any recommendation will only be made after a thorough analysis of the whole market has been carried out.

We are local.

Dealing with financial affairs can be complex. As such, we invite clients to meet with us face-to-face at Hudson House, Albany Street.

Are you in search of financial advisers in Edinburgh? Look no further than Select Wealth’s Edinburgh office, conveniently located just a few steps away from the Picardy Place Tram stop.

Whether you are nearing retirement and require advice on how to manage your pension funds, wish to review an existing portfolio, or need assistance in setting up a new plan, we are here to help.

We have worked with hundreds of clients, offering them expert knowledge and reassurance to make informed financial decisions.

If you are seeking a trusted financial adviser or would like to discuss if our advice can benefit you, please don’t hesitate to contact us.

We provide a complimentary initial consultation without any obligation to proceed further.

Our services are primarily geared towards clients seeking the following:

• Savings & Investments
• Reviewing a Pension
• Accessing a Pension
• Life Cover
• Inheritance Tax
• Advice for Business Owners

In addition to the Edinburgh office, we also have the following locations: