Independent Financial Advisers Falkirk

We are local.

Dealing with financial affairs can be complex. As such, we invite clients to meet with us face-to-face in the Falkirk Business Hub.

We are independent.

As a firm of 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 a safe pair of hands.

Select Wealth Managers are Authorised and Regulated by the Financial Conduct Authority (FCA). Our Firm Reference Number is 812813 and this can be checked by clicking here.

We are Top Rated.

Our commitment to providing top-quality financial advice has been recognised by our inclusion in VouchedFor’s 2024 Top Rated Financial Adviser Guide, distributed in The Times. This shows that we have a strong track record of satisfied clients.

As a financial advice firm serving Falkirk and the surrounding areas, we specialise in helping clients with a range of financial goals, including:

• Reviewing existing pensions and investments
• Accessing pension pots
• Saving and investing money for the future
• Planning for inheritance tax (The Financial Conduct Authority does not regulate taxation and trust advice)
• Establishing financial protection against illness and death

If you think that we can assist you with any of these goals, please do not hesitate to get in touch. We are happy to answer any questions you may have via phone or email. If you prefer to meet in person, we can arrange a meeting at your convenience and there is no charge for the initial consultation.

We are based in Falkirk but have clients throughout Central Scotland. Our other locations are: