Integrated Wealth Management

Independent Financial Adviser Integrated Wealth Management Ltd, Unit 14, Scion House, Stirling University Innovation Park, Stirling, Stirling, FK9 4NF
First meeting at adviser's own cost
Response rating
9.3 /10
FCA verified
11th November 2019
Your Time is Precious. “Time is more valuable than money. You can always get more money.” - Jim Rohn
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Building your home
    • Buy to let
    • Buying commercial property
    • Buying first home
    • Buying overseas
    • Equity release
    • Flexible mortgages
    • High loan to value
    • Next home / Remortgaging
    • Right to buy
    • Self-employed mortgages
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Rest of world
    • Commercial mortgages
    • Employee benefits
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
Nicole Armstrong
Financial Planner
Scott Laurie
Director
What our clients say
“I sold my business in June 2010 and went around the houses to no avail. Banks, Building Societies etc. all they were interested in was investing my lump sum from the sale of my business and I was very wary. I was introduced to Scott in September 2010 and have been delighted with their personal attention ever since. I now feel I can enjoy my retirement.”
Mrs H. Brown, Glasgow
“My first contact with Scott Laurie related to a SIPP which was in a distressed state and going nowhere. Within weeks we agreed a strategy based on my lifestyle needs and the SIPP has massively overachieved. This has been done without the need to purchase stocks, shares or other financial policies. I am sure it is part of the ethos of values based financial planning. I am also able to call on Scott and his team for their help and experience in a wide range of subjects such as recruitment, legal and tax matters. This company understands what I need to succeed.”
Mr Thomson, London
"As an accountant I have always taken responsibility for our financial planning and investment. A few years ago I realised that I really did not have the time to gather the necessary knowledge to really do this well especially as we were approaching retirement. I was increasingly worried that I would get something really wrong which would impact on our desire to retire at 60. Before any planning takes place Fell establishes what your life and financial goals are which really makes you think about what you really want to achieve in the future. At the end of this process we had a financial roadmap incorporating our retirement goals and an implementation plan outlining a number of strategies to achieve our aims which we considered in our own time until we were happy with the proposals. The plan was actioned immediately making our financial welfare more efficient and stable. At least once a year we have a review meeting where we revisit our goals and any changes in our financial circumstances taking any recommended actions to move our plan forward. We now enjoy our retirement secure in the knowledge that we can fund what we want to do without the worry of managing our finances, which we trust them to do for us."
Mr and Mrs Trott, Stirling
"The service Fell Financial Planning provide is not only professional but it is also very personal. They demonstrate an attentiveness and genuine interest in offering the best package for our current and on-going needs. I have developed a trust in the process which was not present with our previous consultants."
Mrs Kerr, Dundee
Where to find us

Integrated Wealth Management Ltd, Unit 14, Scion House, Stirling University Innovation Park, Stirling, Stirling, FK9 4NF

Make an enquiry
About us

Fell Financial Planning is a trading style of IWM Group.

The Fell stitch is the final stitch on a bolt of hand woven tweed or tapestry, it ties the fabric together.

Modern life can pull the threads of your finances in conflicting directions between what you want, what you need, and what you can actually afford.

We here at Fell Financial Planning want to help you untangle these conflicting desires so you can know, with clarity, that you can afford to ensure your needs are met and furthermore, how to make your position work for you to obtain the things you want.

Traditionally, tapestries tell stories and in this way every choice you make adds to the tapestry of your life. Whether it's the big picture or a small detail, we want to help you create the tapestry of your life and fortify the story you want to tell.

If you are:
-a financial delegator
-committed to developing a long-term plan
-enthusiastic about your future success and goals
-happy to share and explore new ideas
-working towards a lifestyle change or early retirement
-already retired

We can help you.

Our services

Pensions, Pension transfer reviews, Investment, Wealth management and Lifetime Cashflow modelling.

“Planning is bringing the Future into the Present so that you can do something about it now.” – Alan Lakin

Words and figures can be confusing. Trying to picture the actual outcome can be difficult without various aids, and trying to put future concepts into current terms can be an ominous prospect.

This is why we believe that the ability to see your Lifetime Cashflow Model (based upon Your Financial Roadmap) will give you confidence, clarity and peace of mind.

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0