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01786 611 932

Professional financial advice from your local expert

Providing financial advice to customers in Bridge of Allan, Dunblane, Stirling and across Central Scotland.
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Welcome

I’m here to help you build a better financial future by providing expert independent financial advice. Whether your objective is to protect you and your family, to get ready for retirement or you are looking for a better return on your money, I can build a plan to help achieve it.

As one of Scotland’s leading Chartered Financial Planners I have helped hundreds of clients make big financial decisions, providing them with technical expertise and reassurance. If you are looking to work with a trusted financial adviser, you know where I am.

 

Sean GilbertSignature

Advice provided on:

Accessing Pensions

Reviewing Pensions

Savings & Investments

Estate Planning

Life Insurance

Corporate Advice

 
More About Me
 

Following my Business Degree, I entered the Financial Services industry. I now 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 authorised and regulated by the Financial Conduct Authority and you can check this by visiting https://register.fca.org.uk and entering my individual reference number – SMG01165.

I have been 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:

  • bullet pointReview existing pensions/investments
  • bullet pointProvide an income after they stop work
  • bullet pointSave and invest their money
  • bullet pointPut inheritance tax planning arrangements in place
  • bullet pointPut financial protection in place to cover ill health and death

    • If you think I can help, then please get in touch. I work with customers all over Central Scotland including Dunblane, Bridge of Allan, Stirling and all of the surrounding areas. 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.

    The initial meeting is at my cost and there is no obligation to proceed any further. It is simply a chance for us to discuss your finances in more depth and decide whether financial advice will benefit you.

Reviews and Ratings for Financial adviser Sean Gilbert, Livingston

 

Why you can trust the advice of a Chartered Financial Planner
 

Chartered Financial Planners demonstrate a fundamentally professional ethos. Through their membership of the Personal Finance Society, the professional body for Financial Advisers, Chartered Financial Planners adhere to a respected code of ethics and commit to a structured programme of continuing professional development (CPD). Upon graduating Chartered Financial Planners read an Oath, committing to uphold theses values.

This includes keeping their knowledge up to date as well as learning about new developments impacting their profession. Failure to adhere to the code or provide evidence of CPD can result in serious disciplinary action and the removal of Chartered Financial Planner status. This helps ensure that their knowledge is up to date with the latest legislation and technical developments, and that they act in accordance with current regulatory requirements.

You can trust Chartered Financial Planners, like Chartered Accountants, Surveyors, or Engineers, to be highly qualified, reputable and capable of providing you with quality advice with the utmost integrity. You should therefore be confident that a Chartered Financial Planner can be relied on to consider your personal circumstances and devise a plan to help you meet your needs, fulfil your aspirations and help provide you with a secure financial future. Don’t hesitate to get in touch if you would like to meet with a Financial Adviser.

The value of investments and the income from them can go down as well as up and you may not get back the amount originally invested.

HM Revenue and Customs practice and the law relating to taxation are complex and subject to individual circumstances and changes which cannot be foreseen.

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