Select Wealth Management

Independent Financial Adviser  Suite 11, Hockley Heath, B94 6AE
First meeting at adviser's own cost
As independent financial advisers we are able to put the client at the heart of all we do. We have a fantastic ongoing review service offering 3 levels of service on a fixed fee basis, allowing us to treat all our clients fairly.
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Buy to let
check
Buying first home
check
Equity release
check
Next home / Remortgaging
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Traded endowment policies
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Critical illness
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
Response rating
7.0/10
check
FCA authorised
Last authorised 13th September 2021
Meet our advisers
Dean Rose
IFA

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Mr Mark Fortner
IFA

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Mr Colin Hobson
IFA

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

About us

Select Wealth Management Ltd is a directly authorised firm of independent financial advisers. We are very proud of our independent status as this allows us to put the client at the heart of all we do.

Our services

Where we stand out from the crowd is with our ongoing review service. This is done on a fixed fee basis across 3 levels of service. This means that we treat all clients fairly and have a service to suit people from all walks of life.

Where to find us
Head office address: Suite 11, Boxtrees Farm, Hockley Heath, B94 6AE
Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£51,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Response rating
7.0/10
check
FCA authorised
Last authorised 13th September 2021

Similar advisers near you

Independent Financial Adviser 0.8 mi
Independent financial advisers experienced in all aspects of retirement and investment planning, also consulting with small companies and business owners. Providing you financial peace of mind through a robust, bespoke financial plan.
 
Independent Financial Adviser 1.27 mi
Stop don`t look anywhere else! We are the region's no 1 Financial Advisor. We are here to help with those difficult financial decisions. The ones that really make a difference! Whether that is now or later in life they will come!
 
Independent Financial Adviser 1.55 mi
Award winning Chartered & Certified financial planners giving personal local independent advice
 
Independent Financial Adviser 1.92 mi
A Solihull based Chartered Independent Financial Adviser. I hold CII Level 6 Advanced Diploma in Regulated Financial Planning, and Certificates in Paraplanning, Pension Transfer Advice, Discretionary Investment Management, and Securities Advice & Dealing.