Independent Financial Adviser in Falkirk
Independent pension and investment advice in Falkirk
We help people in Falkirk, Grangemouth, Larbert and the wider Forth Valley make confident decisions about their pensions, savings and retirement.
Our advice centres on three areas: drawing an income from your pension, checking that the pensions you already hold are still right for you, and investing savings or a lump sum. We're independent, so we look across the whole market rather than recommending one company's products.
Meetings are by appointment at the Falkirk Business Hub on Vicar Street, at your home, or by video call – whichever suits you best.
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Independent advice for the Falkirk area
Select Wealth has been advising clients since 2014 and is led by a Chartered Financial Planner. For clients in and around Falkirk we hold meetings, by appointment, at the Falkirk Business Hub on Vicar Street – or we can come to you, or meet by video.
Many of the people we help are thinking about when they can afford to stop working, how to turn their pensions into an income, or what to do with savings that aren't earning much. We look at everything together and give you a clear, written plan.
Our service is designed for clients with £250,000 or more in pensions and investments.
Financial advice in Falkirk for pensions, retirement and investments
We keep our focus narrow so that each of these areas gets real depth.
Accessing your pension
A plan for turning your pension into income: when to start, how much to take, and the right mix of tax-free cash, drawdown and guaranteed income. We also factor in the pension inheritance tax changes from April 2027.
Accessing your pension →Pension reviews
We check charges, investment choices and any valuable guarantees in the pensions you already hold, then tell you honestly whether a change would leave you better off.
Reviewing your pensions →Savings & investments
Putting savings or a lump sum to work through ISAs and other tax-efficient accounts, with a level of risk that suits you and your timescale.
Savings & investments →We do not advise on defined benefit (final salary) pension schemes.
What happens when you get in touch
Book a free meeting
By appointment at the Falkirk Business Hub, at home or by video. We'll talk through your plans and explain our charges.
Receive your recommendation
We set out our advice in a clear written report, with the costs agreed with you before anything happens.
Stay on track
Regular reviews make sure your plan keeps working as your life, the markets and the rules change.
Trusted by our clients
Our reviews are gathered and checked independently by VouchedFor, who have included us in their Top Rated guide for seven years running.
Meeting us in Falkirk
Address
Falkirk Business Hub, 45 Vicar Street, Falkirk FK1 1LL
By appointment
All meetings are by appointment only – please call or book online before visiting.
Getting here
The Hub is in Falkirk town centre, a short walk from Falkirk Grahamston station.
Parking
Several public car parks are within a short walk.
Contact
Areas we cover from Falkirk
Falkirk FAQs
Do I need to book an appointment?
Yes. All meetings at the Falkirk Business Hub are by appointment, so please call or book online first. We can also arrange to see you at home or by video.
What does the first meeting cost?
Nothing. The first consultation is free and there's no obligation to take things further.
Who is your service for?
We work with people who have £250,000 or more in pensions and investments, usually as they approach or move into retirement.
How will I know what advice will cost?
Before any work starts, we'll confirm our charges in writing. Nothing proceeds until you've agreed.
Can you look at pensions from old jobs?
Yes – reviewing defined contribution pensions from previous employers is a large part of what we do. We do not advise on defined benefit (final salary) schemes.
Is there parking near the Business Hub?
The Hub is in Falkirk town centre, with several public car parks a short walk away.
Book a free consultation in Falkirk
Meetings by appointment. Call 01324 217 986 or book online.
The value of investments and pensions can fall as well as rise and you may get back less than you invest. Tax treatment depends on your individual circumstances and may change in the future.
Other places we meet clients
Can’t get to us? We can meet at your home or workplace, or talk by phone or video.
Book a free consultation →