0330 223 1653
info@selectwealth.co.uk

About Us

At Select Wealth Managers we help our clients make well-informed decisions about their financial journey, combining Chartered Financial Advice with bespoke Wealth Management.

Top Rated Advice

We have been included in VouchedFor’s 2024 Top Rated Financial Adviser Guide, distributed in The Times.

Safe Pair of Hands

Select Wealth Managers is authorised and regulated by the Financial Conduct Authority. You can verify our status by visiting the FCA’s website (https://register.fca.org.uk) and entering our reference number: 812813.

We are a leading independent financial advisory firm based in Central Scotland.

Our founder, Sean Gilbert, has 15 years of experience in the financial services industry, working for companies such as Aviva and Prudential. He is one of the most qualified financial advisers in Scotland, holding an Honors Degree in Business Studies and the prestigious title of “Chartered Financial Planner”. In achieving this title, he was awarded the “Turris Partnership Quaich” by the Insurance and Actuarial Society of Glasgow for achieving the highest grade in the Advanced Diploma in Financial Planning among members who sat exams that year. He is also a Fellow of the Personal Finance Society.

We have offices in Edinburgh, Falkirk, Glasgow, Livingston and Stirling and are also able to meet clients at their home, place of work, or any other convenient location.

The first meeting is at our expense, and it is an opportunity for us to meet face-to-face and discuss your financial objectives. Once we understand what you are looking to achieve and the work involved, we will provide you with details of what the fee will be. If you decide not to proceed with us at this stage, no fee is due.

Contact us today to schedule your free initial consultation and learn more about our services.

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Copyright © 2024 Select Wealth Managers | Privacy & Cookies Policy | Terms of Use | Acceptable Use Policy

The information on this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK. Select Wealth is a trading name of Select Wealth Managers Ltd. which is Authorised and Regulated by the Financial Conduct Authority. Select Wealth Managers Ltd. is entered on the Financial Services Register https://register.fca.org.uk/ under reference 812813. Select Wealth Managers Ltd. is registered in Scotland under number SC471007. Registered office at 8 Deer Park, Fairways Business Park, Livingston, Scotland, EH54 8AF.

If you wish to register a complaint, please contact us. In writing: Complaints, Select Wealth Managers, 8 Deer Park, Fairways Business Park, Livingston, EH54 8AF. By email: complaints@selectwealth.co.uk. By phone: 0330 223 1653. A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 023 4567.