Select Investment Managers are a team of experienced financial advisers who provide face to face financial planning for both individual and corporate clients throughout Scotland. Our advisers specialise in providing advice on pensions, savings & investments, estate planning and protection and are backed by an efficient and friendly team of support staff.
We are conscious that even for the experienced investor financial planning can prove daunting and complex. Our aim is to offer advice that is always personally tailored to reflect the individual needs and objectives of our clients and to provide a confidential professional advisory service of the highest standard.
Our aim is to also build long term relationships with our clients and meet their ever changing financial needs throughout their life stages. We understand that financial needs change and therefore we will always communicate to our clients in a way that is clear, fair and not misleading. We believe it is essential to have an agreed contact strategy to allow our clients to discuss any changes in circumstances or future aspirations on a regular basis. Maintaining a close working relationship through face to face meetings ensures that we deliver a professional personal service.
We have a wealth of resources on our website ranging from calculators to technical articles on topics such as pensions and investments to help you better understand your finances, but nothing can replace face to face advice.