OUR SERVICES

HOW CAN WE HELP?

What financial goals can an adviser help you achieve?

PROTECTION

Life insurance, income protection, critical illness cover and more.

CORPORATE FINANCIAL PLANNING

Helping businesses throughout Scotland operate more effectively.

AUTO ENROLMENT

Expert auto enrolment advice for businesses across Scotland.

ESTATE PLANNING

Helping you and your family prepare for a tax-efficient legacy.

EQUITY RELEASE *

Speak to an expert to find out if equity release is suitable for you.

FIND A MORTGAGE

Work with a local and independent mortgage expert.

SAVINGS & INVESTMENTS

Making your savings and investments work harder.

REVIEW MY PENSION

Is now the time to review and get more from your pension?

ACCESS MY PENSION

Leading retirement planning and pension advice.

*This is a lifetime mortgage. To understand the features and risks, ask for a personalised illustration.

Equity Release is not right for everyone. It may affect your entitlement to state benefits and will reduce the value of your estate.

Select Investment Managers understand that the decision about whether equity release is right for you is an important one, as such we will refer you to an expert.