Independent Financial Advisers Stirling

Select Wealth Managers 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

£5.4 billion was paid in Inheritance Tax during the 2020/21 tax year. We can assess your current liability and with our Tax and Trust knowledge, work to reduce – or even eliminate – any potential bill.

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    ADDRESS

    Lomond Court
    Castle Business Park
    Stirling
    FK9 4TU

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