Top 10 Independent (IFAs) & Restricted Financial Advisers in Dundee

I need advice on
Total assets
My postcode
First meeting is free

  • Clarity Independent Financial Advisers Ltd

    Tayport
    FCA verified
    Our philosophy is simple : clear, transparent advice helping you put strategies in place that are appropriate and cost effective.
    164
    £0+
    Can help with
    Pensions & retirement

  • Verus Wealth Chartered Financial Planners

    Dundee
    FCA verified
    "More about Life . . . Less about Money"
    46
    £500k+
    Can help with
    Pensions & retirement

  • Phil Anderson Financial Services Ltd

    Dundee
    FCA verified
    Professional Adviser Awards - Winners 2023 & 2022 NatWest Local Hero Mortgage Awards 2019 - Best Firm, Scotland Finance Awards 2018 - Independent Financial Advisors of the Year - Scotland
    1163
    £50k+
    Can help with
    Pensions & retirement
    Not sure which adviser to pick?
    Answer a few questions to help us find you the perfect match.
    Get matched

  • Advanta Wealth

    St andrews
    FCA verified
    Advanta Wealth builds tailored solutions which look to maximise returns and manage volatility in line with specific objectives and appetite for risk.
    113
    £100k+
    Can help with
    Pensions & retirement

  • Johnston Carmichael Wealth Ltd - Aberdeen

    Cupar
    FCA verified
    Chartered Financial Planners helping our clients live life on their terms.
    44
    £250k+
    Can help with
    Pensions & retirement

  • Chris Philcox - True Potential Wealth Management

    Dundee
    FCA verified
    I have been helping clients achieve their financial goals for over 15 years. I specialise in retirement planning, including Defined Benefit transfers and Drawdown. I hold the advanced retirement qualifications, ensuring the very best outcome and advice.
    277
    £100k+
    Can help with
    Pensions & retirement

  • Tony Columbine True Potential Wealth Management

    Cupar
    FCA verified
    Our aim is to revolutionise the way wealth management is delivered. We believe that by using technology to deliver financial services clients can have access to easily monitor and take control of their futures.
    600
    £50k+
    Can help with
    Pensions & retirement

  • Throp Financial Planning

    Cupar
    FCA verified
    505
    £50k+
    Can help with
    Pensions & retirement

  • Advanta Wealth

    Dundee
    FCA verified
    Advanta Wealth builds tailored solutions which look to maximise returns and manage volatility in line with specific objectives and appetite for risk.
    113
    £100k+
    Can help with
    Pensions & retirement

  • Fairstone Group

    Dundee
    FCA verified
    Fairstone incorporates one of the largest Chartered financial planning firms in the UK and is the number one rated wealth management house on Trustpilot.
    10356
    £0+
    Can help with
    Pensions & retirement

How can a financial adviser help me?

An independent financial adviser (IFA) can help you with many of life’s big financial decisions, such as:

  • Accessing your pensions
  • Choosing how to take your pension income
  • Investing for the medium or long term
  • Protecting your family finances
  • Finding life insurance, critical illness cover and income protection
  • Starting a business
  • Setting up and managing a personal pension
  • Funding long-term care for yourself or a loved one
  • Leaving an inheritance while minimising tax

Your IFA will assess your whole financial situation and give you unbiased advice on the options available to you. They will also source financial products for you, independently of product providers, so you can choose the most suitable ones from the whole of the market. Finally, they will handle all the necessary administration, to save you time and hassle.

Why use Unbiased?

Unbiased is the place to find advisers you can trust. Our site offers one of the easiest and quickest ways to find the right professional for you. Every professional is appropriately regulated, qualified and independent of product providers, so you can be sure of finding unbiased advice. Our smart system can match an available professional to your requirements, so there’s no time-consuming shopping around. Alternatively, you can browse a list of local professionals and filter them to suit your preferences.