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Our Services

Investments:

  • ISA
  • Unit Trusts/OEICS
  • Investment Bonds
  • Investment Trusts
  • Ethical Investments
  • Trustee Investments

Retirement Planning:

  • Options at Retirement
  • Personal Pensions
  • Self invested
  • Stakeholder Pensions
  • Teachers' Pension specialists

Mortgages:

  • Mortgages
  • Re-mortgages
  • Buy to Let
  • Equity Release

Protection:

  • Life and Critical Illness
  • Income Protection
  • Mortgage Protection

Other services include:

  • Long Term Care
  • Cash ISAs
  • Deposit Accounts

Select Financial Solutions

Welcome

Happy Clients...

"Thank you once again for the most efficient and reliable service for which my husband and myself are very grateful.
It is some years since Alan Halliday was recommended to me when we made our first investments, and we have not looked back since."
Teresa Lunn, an established property developer

"I have had my Pension with SFS since the Company began back in 2004, and during that time under their expert guidance and advice my Pension has grown considerably.
I have always found SFS helpful and readily available to answer any of my questions and give a full and detailed explanation.
Their advice has been invaluable to me over the years and i would be happy to recommend them."
Phil Hedges, Retired Managing Director

"Select provided a good financial stocktake of our finances and delivered excellent advice tailored to our future needs and circumstances. The service we received was professional, knowledgeable and very friendly."
Bernie Snowball, Retired Project Engineer

 

Select Financial Solutions are a Partnership of Independent Financial Advisors, Alan Halliday and Geoffrey Coulson.
With over 50 years’ experience at providing tailored financial advice, we have worked together for many years and strive towards sustaining long-term relationships with every client.

We are regulated and bound by our Industry Regulator. We specialise in providing advice that is most suitable to your specific requirements, your attitude to risk and your personal objectives.

How We Work:

Our service and process consists of 4 stages:

1. Initial Consultation. To explain our service and to establish how we can be of assistance.

2. Financial Analysis and Recommendation. We will carry out an extensive assessment of your personal financial position to establish your needs. Then furnish you with a full report.

3. Policy/Investment arrangement & implementation. We will process all products agreed and keep you informed.

4. On-going Management Service. We believe that it is essential to ensure that your financial plans and your investments continue to meet your lifestyle and objectives. Our service includes structured reviews and regular updates.

Not all Financial Advisors are truly independent – We are, and that means that we work entirely for the benefit of our clients.

This means we can recommend products across the whole market to provide you with the best advice and solutions for all your financial needs. We work on a fee basis.

Enquiries: To book an initial free consultation, contact us today or send us an email

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