Our Services
Mortgage & Protection
Expert mortgage advice and comprehensive protection planning to safeguard your family's future and secure your dream home.
Investment Planning
Tailored investment strategies designed to grow your wealth while managing risk, with access to the full market.
Retirement Planning
Comprehensive pension advice and retirement planning to ensure you can enjoy the lifestyle you've worked hard for.
Estate Planning
Strategic inheritance tax planning and estate management to preserve wealth for future generations.
Business Protection
Specialist advice for business owners on key person cover, shareholder protection, and succession planning.
Education Planning
Forward-thinking strategies to fund your children's education, from school fees to university costs.
About Wealth Select Management Ltd
Based in the heart of Scotland, Wealth Select Management Ltd combines traditional Scottish values of trust and prudence with modern financial expertise. As an independent financial advisory firm, we have access to the entire market, ensuring our clients receive unbiased advice tailored to their unique circumstances.
Our team of qualified advisers brings decades of combined experience in financial planning, with deep knowledge of both UK-wide and Scotland-specific financial products and regulations. We pride ourselves on building long-term relationships with our clients, supporting them through every stage of their financial journey.
Whether you're a first-time buyer looking for mortgage advice, a business owner planning for succession, or approaching retirement, we provide clear, honest guidance to help you achieve your financial goals.
Our Qualifications & Memberships
- Chartered Financial Planners (CFP)
- FCA Authorised & Regulated
- Members of the Personal Finance Society
- Chartered Insurance Institute (CII)
- Society of Trust & Estate Practitioners
- Professional Indemnity Insurance
Get In Touch
Contact Information
Address:
549 Mosspark Boulevard
Glasgow, G52 1SB
Scotland
Phone: 07899 90 68 68
Email: preview@wealthselectmanagement.co.uk
Office Hours:
Monday - Friday: 9:00 AM - 5:30 PM
Saturday: 10:00 AM - 2:00 PM
Evening appointments available by arrangement
Why Choose Us?
â Independent & impartial advice
â Whole of market access
â No upfront fees consultation
â Local knowledge, national expertise
â FCA regulated for your protection