Suite 11, Box Trees Farm, Hockley Heath, Solihull B94 6EA
About Select Wealth Management
Once you start moving in on your retirement or once you are in retirement, everything changes. You move from an accumulation strategy to a decumulation strategy, your assets and liabilities position will inevitably need different management, and your investment approach will have different risk aspects to it.
Working with Select Wealth Management, experts in all aspects of retirement and financial planning, we can bring you cutting edge ideas and information. Plus, provide access to their expertise.
Select Wealth Management is made up of three Independent Financial Advisors Dean Rose, Colin Hobson and Mark Fortner who between them have many years’ experience providing practical financial planning advice to people, families and businesses in the Warwickshire and West Midlands area.
Select Wealth Management provide advice across a wide range of services including investments, savings, mortgages and protection. They are committed to putting their clients at the heart of everything we do and to developing long-term relationships.