Sean Gilbert

Sean Gilbert

Select Wealth Managers

Minimum savings/pensions: Over £100,000

0330 038 8938
Based in Stirling
View location
Top Rated 2025
Verified since: May, 2019
4.9 out of 5

107 reviews

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 21 March 2025

    Sean and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 11

    Recent Client Reviews

    Verified reviews: 100%

    Sean has received 11 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 11 February 2025

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • 11

    Qualifications Uploaded

    11 qualification certificates available to view

    Sean has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Sean has provided information on their typical fees

    Sean has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below

  • 10

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Sean

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Sean (based on 10 first impressions)

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 21 March 2025

    Sean and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 11

    Recent Client Reviews

    Verified reviews: 100%

    Sean has received 11 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 11 February 2025

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • 11

    Qualifications Uploaded

    11 qualification certificates available to view

    Sean has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Sean has provided information on their typical fees

    Sean has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below

  • 10

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Sean

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Sean (based on 10 first impressions)

Independent, Chartered Advice. The initial meeting is at my cost and there is no obligation to proceed any further. 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. I am happy to answer any questions you may have over the phone or by email. Alternatively, if you would like to meet face to face, we can arrange a meeting.

Offers available through VouchedFor

Contact Sean through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.

£430,000 Consumer Protection

Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).

About Sean's clients

Based on responses provided by clients who have reviewed this adviser

Clients' level of financial expertise

Household income

Savings

Clients' level of financial expertise

Reviews of Sean

Are you a client of Sean? Write your own review

No reviews matching your filter selections.

VouchedFor Disclaimer

Please Note: While VouchedFor.co.uk undertakes significant effort to ensure the information provided on this website is correct, it is your responsibility to confirm its accuracy with the adviser. Any decisions you take having spoken with the adviser must be made by you on the basis of your own investigations. Use of this website is subject to the website terms & conditions and privacy policy. Local rates apply from a BT Landline when calling 0845 numbers, costs from mobiles and other operators may vary.

Adviser Disclaimer

Select Wealth Managers Ltd. is Authorised and Regulated by the Financial Conduct Authority.