0330 223 1653

Independent Financial Advisers Stirling

Expert Investment and Retirement Advice from a Financial Adviser in Stirling

We are Independent Financial Advisers (IFAs) based in Stirling, Authorised and Regulated by the Financial Conduct Authority.

Wealth Management

You may have existing investments which you wish to review or have money you want to invest. We can explain the various options and make a recommendation on the best course of action.

Pension & Retirement Planning

Whether you are getting started saving for retirement or are looking to access a pension, we can review your current plans, along with your financial situation and make an impartial recommendation.

Inheritance Tax Planning

£6.1 billion was paid in Inheritance Tax during the 2021/22 tax year (source: HMRC). We can assess your current liability and with our Tax and Trust knowledge, work to reduce – or even eliminate – any potential bill. (The Financial Conduct Authority does not regulate taxation and trust advice.)

What our clients say...

Request a callback

Complete your details below and an Independent Financial Adviser (IFA) will contact you within 24 hours.


    Lomond Court
    Castle Business Park
    FK9 4TU


    Find out more about us


    View the services we offer


    Here we focus on topical issues

    About Select Wealth Managers | Financial Advisers in Stirling

    Sean Gilbert, a Chartered Financial Planner, founded Select Wealth Managers in 2014. The title ‘Chartered Financial Planner’ is the gold standard for those providing financial advice. Chartered Financial Planners must maintain standards of excellence in terms of qualifications, ethics, business practices, and professional development.

    If you would like to arrange an initial meeting, this is free of charge. It is an opportunity for us to discuss your finances in more depth and determine whether you would benefit from financial advice. There is no obligation to proceed further.

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

    Hudson House
    8 Albany Street
    EH1 3QB
    Falkirk Business Hub
    45 Vicar Street
    FK1 1LL
    1 West Regent Street
    G2 1RW
    8 Deer Park
    Fairways Business Park
    EH54 8AF