Select Wealth Management

Select Wealth Management is a team of experienced financial advisors based in Warwickshire and the West Midlands. We provide practical and personalized financial planning advice to individuals, families, and businesses.

Who We Are

Our team is made up of two independent financial advisors, Dean Rose and Mark Fortner, who together have extensive experience guiding clients towards achieving their financial goals. We are also joined by Harry Young, our Mortgage and Protection Advisor, who specializes in providing expert guidance on mortgages and protection needs.

Our Approach

Our client-centered approach involves a deep understanding of your individual circumstances, goals, and aspirations. We take the time to:

• Understand your current financial situation.
• Learn about your financial objectives, timeline, and risk tolerance.
• Develop a practical and customized plan to reach your goals.

Our Services

We offer a comprehensive range of financial services, including:

**Financial Planning & Investments

• Savings & Investments
• Pensions & Retirement Planning
• Auto Enrolment Solutions
• Portfolio Management & Review

**Property & Protection

• Mortgage Advice & Protection Planning
• Life & Critical Illness Insurance
• Home Insurance & Contents Insurance

**General Financial Guidance

• Wills & Trusts
• General Insurance Solutions

Our Commitment

We are dedicated to:

• Building long-term relationships with our clients.
• Providing jargon-free, transparent advice.
• Regularly reviewing and adjusting your plan to meet your evolving needs.
• Empowering you to make informed financial decisions.

Our Values

At Select Wealth Management, we are driven by:

• Integrity: We uphold the highest ethical standards and transparency in all our dealings.
• Client-Focusedness: Your needs are our priority.
• Expertise: We stay updated with the latest industry knowledge and regulations.
• Communication: We believe in clear and open communication with our clients.
• Sustainability: We are committed to making responsible financial planning decisions.

Get Started Today

Contact us today to schedule a consultation and discuss your financial goals with one of our experienced advisors.