on 15 May 2022
Last Applicant/ Owned by
Select Wealth Managers Ltd.
8 Deer Park, Fairways Business Park, Deer Park Avenue
LIVINGSTON, West Lothian, EH54 8AF
Serial Number
UK00003787966 filed on 15th May 2022
Financial advice;Income tax advice [financial];Provision of financial advice;Independent financial planning advice;Financial advice relating to pensions;Financial advice relating to inheritance;Financial advice and consultancy services;Financial advice relating to trusts;Financial advice relating to taxation;Financial advice relating to investment;Financial advice relating to income tax;Financial advice relating to tax planning;Insurance advice;Mortgage advice;Credit advice;Investment advice;Residential investment advice;Financial investment;Financial investments;Financial fund management;Financial analysis;Financial research;Consultancy (Financial -);Financial management;Financial portfolio management;Asset management;Investment asset management;Management of assets;Asset management services;Financial asset management;Asset and portfolio management;Management of financial assets;Financial advisory services relating to assets management;Advisory services relating to financial asset management;Asset allocation;Portfolio management;Fund management;Funds management;Wealth management;Cash management;Management (Financial -);Investment management;Cash management services;Wealth management services;Pension investment management;Mortgage banking and mortgage brokerage;Mortgage brokering;Life insurance;Life assurance;Assurance (Life -);Life insurance brokerage;Non-life insurance underwriting;Financial advisory services relating to life assurance;Pension consultancy;Pension planning;Pension funds;Advice relating to pensions;Administration of pension funds;Pension advisory services;Pension plan services;Financial planning for retirement;Advice on finance during retirement;Advice on finance for retirement;Advice relating to investment for retirement;Advice relating to investment during retirement;Financial advisory services relating to retirement plans;Financial management services relating to retirement homes;Investment research;Investment services;Funds investment;Investment advisory services;Unit trust investment;Fund investments;Investing of funds;Financial services relating to investment;Advisory services relating to investments;Taxation consultancy services [not accounting];Planning of finances relating to taxation;Financial planning services relating to taxation;Private client investment services;Fund management for private clients;Investment portfolio management services;Monitoring of financial portfolios;Management of investment portfolio.
UK00003787966
Figurative
Individual