Integrated Wealth Management

Independent Financial Adviser  Integrated Wealth Management Ltd, Stirling, FK9 4NF
First meeting at adviser's own cost
Your Time is Precious. “Time is more valuable than money. You can always get more money.” - Jim Rohn
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
Response rating
7.0/10
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FCA authorised
Last authorised 27th June 2022
Meet our advisers
MR Scott Laurie
Director

This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.

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.

Where to find us
Head office address: Integrated Wealth Management Ltd, Suite 14, Scion House, Stirling University Innovation Park, Stirling, FK9 4NF
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 27th June 2022

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