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Independent Financial Adviser  8 Deer Park, Livingston, EH54 8AF
First meeting at adviser's own cost
Independent, Chartered Advice. The initial meeting is at our cost and there is no obligation to proceed any further.
We can advise you on
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Annuity purchase
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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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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Commercial motor
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Critical illness
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Healthcare
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Home and leisure
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Income protection insurance
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Large business
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Life insurance
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Small business
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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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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 25th October 2021
Meet our advisers
MR Sean Gilbert BA (Hons) FPFS
Chartered Financial Planner

Having achieved the APFS designation, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.

Fellowship of the CII is universally regarded as the premier qualification for those working in the insurance industry. This shows a commitment to continuous professional development.

Accreditations
Chartered financial planner - individual adviser accreditation
About us

Following my Business Degree, I entered the Financial Services industry. I have over a decade's experience, including holding roles with Aviva and Prudential and I have helped hundreds of clients achieve their goals.

I am one of the few financial advisers to be awarded the title ’Chartered Financial Planner’ which is the gold standard for those providing financial advice. In achieving this I was awarded the Turris Partnership Quaich by The Insurance and Actuarial Society of Glasgow for achieving the highest grade of members who sat the exams that year.

I am also a Fellow of the Personal Finance Society.

Typically, I work with clients who are looking to:

Review existing pensions/investments
Provide an income after they stop work
Save and invest their money
Put inheritance tax planning arrangements in place
Put financial protection in place to cover ill health and death

If you think I can help, then please get in touch.

Where to find us
Head office address: 8 Deer Park, Fairways Business Park, Livingston, EH54 8AF
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
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 25th October 2021

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