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Brian Close Wealth Management Limited

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8 Churchill Place, Falkirk, FK2 7FN
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http://brianclose.2plan.com
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FCA Number: 925464
Website Image of Brian Close Wealth Management Limited

Located in the bustling city of Falkirk, Brian Close Wealth Management Limited is a leading financial advisory firm, bearing the stamp of trust with their FCA registration number 925464. Offering expert advice in key sectors such as life and investment planning, pension retirement advice, final salary pension transfers and strategic financial planning, they are dedicated to helping clients achieve their financial goals. Known for their professional yet approachable service, they work closely with individuals and businesses within Falkirk and its surrounding regions. Situated at 8 Churchill Place, their door is always open for those seeking reliable regulated financial advice tailored to individual needs. Choose Brian Close Wealth Management for your financial well-being.

Their team includes one financial adviser. Check FCA registration here.

Brian Close Wealth Management Limited 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 Brian Close Wealth Management Limited from the Motorway

  1. From the M9:
  2. Depart at junction 6 and utilise the A905 exit towards Falkirk, Grangemouth, and A904.
  3. Proceed to turn right onto the Glensburgh Road, designated A905.
  4. Upon reaching the roundabout, take the third exit leading onto Falkirk Road, also known as A904.
  5. At the Westfield Roundabout, select the third exit leading onto A9.
  6. At the Etna Road Roundabout, choose the first exit directing to Etna Road. Ensure you pass through three roundabouts.
  7. Subsequently, make a right turn onto Mandela Avenue.
  8. Turn right onto Churchill Place. The destination will be located on your left side.

List of advisers under Brian Close Wealth Management Limited:

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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.

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