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