We are Independent Financial Advisers (IFAs) based in Stirling, Authorised and Regulated by the Financial Conduct Authority.
Independent Financial Advisers Stirling
Expert Investment and Retirement Advice from a Financial Adviser in Stirling
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
£7.5 billion was paid in Inheritance Tax during the 2023/24 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.)
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ADDRESS
Lomond Court
Castle Business Park
Stirling
FK9 4TU
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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: