About Us
We help our clients make well-informed decisions about their financial future, combining Chartered Financial Planning with independent, whole-of-market advice.
An independent firm based in Central Scotland
Select Wealth is an independent financial advisory firm, authorised and regulated by the Financial Conduct Authority. Because we're not tied to any provider, our recommendations are based on research across the whole of the market – and on what's right for you.
We meet clients by appointment in Edinburgh, Falkirk, Glasgow, Livingston and Stirling, and can also meet at your home, your place of work, or by phone or video.
Sean Gilbert, Chartered Financial Planner
Sean has worked in financial services since 2009, including time with Aviva and Prudential. He holds an Honours Degree in Business Studies and is one of relatively few advisers to hold the title Chartered Financial Planner.
In achieving it, he was awarded the Turris Partnership Quaich by the Insurance and Actuarial Society of Glasgow for the highest grade in the Advanced Diploma in Financial Planning among those who sat the exams that year. He is also a Fellow of the Personal Finance Society. Read Sean's full profile
Clear from the first conversation
Your first meeting is at our expense. It's a chance to talk through what you want to achieve – with no obligation. Once we understand your objectives and the work involved, we'll tell you what the fee will be. If you decide not to go ahead at that point, there's nothing to pay.
Our advice service is designed for people with £250,000 or more in pensions and investments, or who are planning to invest at least that amount. We focus on pensions, retirement income and investments, and we don't advise on defined benefit (final salary) pension transfers.
Let's talk about your plans
Book a free, no-obligation first conversation – in person or by video.