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

Find the best FCA regulated financial advisers in Dundee. Get expert help near you with pensions, investments, retirement planning and more
Dundee, Dundee City, Scotland
Acumen Financial Planning Limited (Scotland)

Acumen Financial Planning Limited (Scotland)

Dundee
Initial consultation free
FCA verified
Independent
We provide clients with a clear vision of their financial future.
Clients
helped
211
Minimum
wealth
£250k+
Meet the team
Evan Duffus
Sue Williamson
Jenny Madhoo
Keith Mackie
Kevin MacKenzie
+10
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Business
Advies Wealth Ltd

Advies Wealth Ltd

Dundee
Initial consultation free
FCA verified
Independent
We are one of the Leading UK Specialists in Independent, FCA-Authorised DB Pension Transfer Advice.
Clients
helped
520
Minimum
wealth
£50k+
Meet the team
Aatif Shafi
Can help with
PWM Scotland - Aberdeen

PWM Scotland - Aberdeen

Cupar
Initial consultation free
FCA verified
Independent
Chartered Financial Planners guiding our clients to their financial freedom.
Clients
helped
71
Minimum
wealth
£250k+
Meet the team
Stuart Walker
Steven High
Jennifer Duncan
Rory Brand
Mark McKenzie
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
Advanta Wealth

Advanta Wealth

Dundee
Initial consultation free
FCA verified
Independent
With Advanta it’s always personal. We offer professional financial planning, with a personal touch. It’s how we’ll help you plan for the future and grow your wealth in a way that’s just right for you. Your way.
Clients
helped
1052
Minimum
wealth
£250k+
Meet the team
C
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Fairstone Group

Fairstone Group

Dundee
Initial consultation free
FCA verified
Independent
Fairstone is one of the top 10 wealth management companies in the UK with more than 50 offices across the country. With a 5-star Trustpilot rating and over 500 advisers, we offer a full range of financial advice and wealth management services.
Clients
helped
15084
Minimum
wealth
£0+
Meet the team
David French
N
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Long Term Care
Ascot Lloyd

Ascot Lloyd

Dundee
Initial consultation free
FCA verified
Independent
At Ascot Lloyd, we believe financial advice should be clear, straightforward and genuinely helpful, not confusing and full of unnecessary jargon.
Clients
helped
1963
Minimum
wealth
£150k+
Meet the team
Phil Addy
Craig Couldrick
Kevin Broome
Raj Chauhan
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Advanta Wealth

Advanta Wealth

Dundee
Initial consultation free
FCA verified
Independent
With Advanta it’s always personal. We offer professional financial planning, with a personal touch. It’s how we’ll help you plan for the future and grow your wealth in a way that’s just right for you. Your way.
Clients
helped
1052
Minimum
wealth
£250k+
Meet the team
C
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Innes Wealth and Mortgages

Innes Wealth and Mortgages

Cupar
Initial consultation free
FCA verified
Restricted
Giving holistic financial advice to help you understand and grow your personal portfolio/wealth.
Clients
helped
126
Minimum
wealth
£50k+
Meet the team
C
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Savings
Mortgages
Advanta Wealth

Advanta Wealth

St andrews
Initial consultation free
FCA verified
Independent
With Advanta it’s always personal. We offer professional financial planning, with a personal touch. It’s how we’ll help you plan for the future and grow your wealth in a way that’s just right for you. Your way.
Clients
helped
1052
Minimum
wealth
£250k+
Meet the team
Lindsay Janyckyj
Melissa Charles
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
mf

Mila Financial Planning

Dundee
Initial consultation free
FCA verified
Restricted
Mike from Mila Financial Planning has been providing financial advice for over 10 years. We provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them.
Clients
helped
55
Minimum
wealth
£50k+
Meet the team
M
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Mortgages
Frequently Asked Questions about Financial Advisers in Dundee