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01506 300 567

Professional financial advice from your local expert

Providing financial advice to customers in Livingston and across West Lothian.
ABOUT ME BOOK CONSULTATION

Welcome

I am an independent financial adviser (IFA) based in Livingston, and I work with clients throughout Scotland. I help my clients make informed decisions about their finances. Whether you are approaching retirement, looking to review existing arrangements, or set up a new plan – I can help.

I am a Chartered Financial Planner, which is the gold standard for advisers in the UK and have worked with hundreds of clients to help them achieve their goals. If you are looking for financial advice, or a conversation to see if it would benefit you, then please get in touch.

Sean GilbertSignature

Advice provided on:

Accessing Pensions

Reviewing Pensions

Savings & Investments

Estate Planning

Life Insurance

Corporate Advice

 
More About Me
 
  • bullet pointI graduated from University with an Honours Degree in Business Studies in 2008 and have over a decade of experience in financial services. I have previously held roles with Aviva, Prudential, and Openwork.

  • bullet pointI have attained the Advanced Diploma in Financial Planning, achieving Chartered status, and am a Fellow of the Personal Finance Society – the highest qualification awarded by the Chartered Insurance Institute.

  • bullet pointIn achieving the Advanced Diploma in Financial Planning, I was awarded the Turris Partnership Quaich by the Insurance and Actuarial Society of Glasgow for obtaining the best result of members who sat the exams that year.

  • bullet pointI am based in Livingston and provide independent financial advice to clients throughout West Lothian. I can provide advice on most areas but I specialise in pensions and investments.

  • bullet pointFinancial Advisers must be Regulated and Approved by the Financial Conduct Authority (FCA). If you visit https://register.fca.org.uk and enter by Individual Reference Number – SMG01165 – you can check my authorisation.

  • bullet pointIf you think I can help, or would like to discuss further, then please to get in touch. The initial consultation is at my cost with no obligation to proceed any further.

The value of investments and the income from them can go down as well as up and you may not get back the amount originally invested.

HM Revenue and Customs practice and the law relating to taxation are complex and subject to individual circumstances and changes which cannot be foreseen.

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