Filsell Wealth LTD

: Treehouse, Park of Keir, Keir, Dunblane, FK15 9NS

: FCA Number: 955025

Filsell Wealth Ltd is an FCA-regulated financial firm (No. 955025), ideally situated near the city of Dunblane. Specialising in various facets of financial planning, they have established a reputable standing in life and investment services, pensions retirement advice, and final salary pension transfers. With a strategic base at the Park of Keir, Keir, they offer their broad range of regulated financial advice to clients throughout the neighboring regions and beyond. Their dedicated team provides tailored solutions that cater to the unique financial needs of each client, from first-time investors to local families. Trust in Filsell Wealth Ltd for approachable and trustworthy financial guidance.

Their team includes 2 financial advisers. Check FCA registration here.

Filsell Wealth LTD are approved by the FCA to give advice on:

Note: Permissions displayed are inherited from the Principal Network. Explicit limits for this Appointed Representative are governed by private contract.

Directions to Filsell Wealth LTD from the Motorway

From the M9:
At Junction 6, take the A905 exit towards Falkirk/Grangemouth/A904.
Proceed to turn right onto Glensburgh Road/A905.
Upon reaching the roundabout, take the fifth exit onto the M9 ramp, signposted Stirling/Glasgow/Kincardine Bridge/M876.
Merge onto the M9 motorway.
Remain in the right-hand lane to stay on the M9 motorway, following the signs for Stirling.
When you reach the roundabout, take the first exit onto the B824 directed towards Doune.
Turn left onto a restricted usage road. Your destination will be on your left.

List of advisers under Filsell Wealth LTD:

Filsell Wealth LTD is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website http://sjp.co.uk/products

SJP Approved : tbc

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Investment Risk Warning: Buying investments can involve risk. The value of your investments and the income from them can go down as well as up and is not guaranteed at any time. You may not get back the full amount you invested. Information on past performance is not a reliable indicator for future performance.

Mortgage Risk Warning: Think carefully before securing other debts against your home. Your home may be repossessed if you do not keep up repayments on a mortgage or any other debt secured on it. If you are thinking of consolidating existing borrowing, you should be aware that you may be extending the terms of the debt and increasing the total amount you repay.