Select Wealth Management is made up of two Independent Financial Advisors Dean Rose 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.
In addition, we have Harry Young who is our Mortgage and Protection Advisor who will be able to offer advice to clients on their Mortgage and Protection needs.
We provide advice across a wide range of services including investments, savings, mortgages and protection. We are committed to putting our clients at the heart of everything we do and to developing long-term relationships.
This is achieved by ensuring that we understand the individual needs of each client, and by implementing tailored financial plans to address those needs.
At Select Wealth Management, we pride ourselves on our friendly and approachable nature, and on playing an integral part of the local community.
Want to know more?
To find out more or to arrange a meeting with us, please call
01564 898081, or email firstname.lastname@example.org