Top 20 Independent Financial Advisers in Dundee

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    1

    Tell us what you’re looking for
    and then choose from a list of
    suitable advisers.

    2

    Have a free first meeting with the adviser
    to make certain of your choice.

    3

    Discuss the adviser’s services and
    fees before deciding whether to hire them.

    • Charles Stanley & Co Ltd Charles Stanley & Co Ltd

      Dundee

      Award winning firm with over 200 years of heritage. 92% client satisfaction rating for service. Enquire for a free consultation.

      Award winning firm with over 200 years of heritage. 92% client satisfaction rating for service. Enquire for a free consultation.
      67
      £100k+
      10.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Restricted - whole of market
      67
      £100k+
      10.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Throp Financial Planning Throp Financial Planning

      Cupar

      28
      £50k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Restricted - whole of market
      28
      £50k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • GS Group GS Group

      Dundee

      I specialise in advice for clients that are confused about how to save for retirement and clients that are approaching retirement that are unsure how to take income. Give me a call, lets chat through what you need.

      I specialise in advice for clients that are confused about how to save for retirement and clients that are approaching retirement that are unsure how to take income. Give me a call, lets chat through what you need.
      64
      £100k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      64
      £100k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Blackadders Wealth Management LLP Blackadders Wealth Management LLP

      Dundee

      We have years of experience in advising clients about efficient planning to meet their financial needs and preserving valuable assets.

      We have years of experience in advising clients about efficient planning to meet their financial needs and preserving valuable assets.
      40
      £50k+
      7.0
      Meet the team
      Z
      J
      +2
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      40
      £50k+
      7.0
      Meet the team
      Z
      J
      +2
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Verus Wealth Chartered Financial Planners Verus Wealth Chartered Financial Planners

      Dundee

      "More about Life . . . Less about Money"

      "More about Life . . . Less about Money"
      31
      £250k+
      10.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      31
      £250k+
      10.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Phil Anderson Financial Services Ltd Phil Anderson Financial Services Ltd

      Dundee

      Finance Awards 2018 - Independent Financial Advisors of the Year - Scotland NatWest Local Hero Mortgage Awards 2019 - Best Firm, Scotland

      Finance Awards 2018 - Independent Financial Advisors of the Year - Scotland NatWest Local Hero Mortgage Awards 2019 - Best Firm, Scotland
      90
      £100k+
      10.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      90
      £100k+
      10.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Ballantyne Wealth Management Ballantyne Wealth Management

      Cupar

      We provide impartial wealth management with a 'client first' focus.

      We provide impartial wealth management with a 'client first' focus.
      34
      £0+
      7.9
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      34
      £0+
      7.9
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Flying Colours & Partners Flying Colours & Partners

      Dundee

      62
      £50k+
      7.0
      Meet the team
      R
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      62
      £50k+
      7.0
      Meet the team
      R
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Fairstone Financial Management Ltd Fairstone Financial Management Ltd

      Dundee

      One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.

      One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
      33
      £0+
      9.1
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      33
      £0+
      9.1
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Fairstone Financial Management Ltd Fairstone Financial Management Ltd

      Dundee

      One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.

      One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
      44
      £0+
      9.2
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      44
      £0+
      9.2
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement

      All you need to
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      finding advice

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      The different ways you can use Unbiased to identify the ideal adviser for you.
    • Wren Sterling Wren Sterling

      St andrews

      We're an Independent Financial Adviser, working with private individuals and corporate clients.

      We're an Independent Financial Adviser, working with private individuals and corporate clients.
      36
      £50k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      36
      £50k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • James Hair & Co. James Hair & Co.

      St andrews

      Our areas of expertise are investment management and Pension advice. We are independent financial advisers in Cupar and St Andrews

      Our areas of expertise are investment management and Pension advice. We are independent financial advisers in Cupar and St Andrews
      43
      £100k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      43
      £100k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • CNS Financial Solutions Limited CNS Financial Solutions Limited

      Arbroath

      New adviser
      £50k+
      7.0
      Meet the team
      C
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Restricted - whole of market
      New adviser
      £50k+
      7.0
      Meet the team
      C
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Gunning Duncan Financial Services Gunning Duncan Financial Services

      Arbroath

      18
      £0+
      7.0
      Meet the team
      J
      J
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Restricted - whole of market
      18
      £0+
      7.0
      Meet the team
      J
      J
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Aberdein Considine & Co Aberdein Considine & Co

      Perth

      We can be judged by the willingness of many of our clients to recommend us to their family, friends & colleagues.

      We can be judged by the willingness of many of our clients to recommend us to their family, friends & colleagues.
      11
      £0+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      11
      £0+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Wren Sterling Wren Sterling

      Perth

      We're an Independent Financial Adviser, working with private individuals and corporate clients.

      We're an Independent Financial Adviser, working with private individuals and corporate clients.
      44
      £0+
      7.0
      Meet the team
      +2
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      44
      £0+
      7.0
      Meet the team
      +2
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Charles Stanley & Co Ltd Charles Stanley & Co Ltd

      Perth

      Award winning firm with over 200 years of heritage. 92% client satisfaction rating for service. Enquire for a free consultation.

      Award winning firm with over 200 years of heritage. 92% client satisfaction rating for service. Enquire for a free consultation.
      59
      £100k+
      9.4
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Restricted - whole of market
      59
      £100k+
      9.4
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Karl Vidak - Truly Independent Limited Karl Vidak - Truly Independent Limited

      Perth

      My aim as a financial advisor is to simplify a complex industry, in a way that makes sure you achieve your financial goals. I specialise in Retirement Planning, Pensions, Investments and Protection!

      My aim as a financial advisor is to simplify a complex industry, in a way that makes sure you achieve your financial goals. I specialise in Retirement Planning, Pensions, Investments and Protection!
      New adviser
      £50k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      New adviser
      £50k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • GS Group GS Group

      Perth

      Unbiased whole of the market advice on * Existing and New Savings/Investments; * Pensions (Retirement Planning); * Estate and Inheritance Tax Planning; * Personal and Business Protection.

      Unbiased whole of the market advice on * Existing and New Savings/Investments; * Pensions (Retirement Planning); * Estate and Inheritance Tax Planning; * Personal and Business Protection.
      43
      £100k+
      9.7
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      43
      £100k+
      9.7
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Advanta Wealth Advanta Wealth

      Kirkcaldy

      At Advanta Wealth, we are worth knowing as we are here to offer you independent, impartial advice and guidance.

      At Advanta Wealth, we are worth knowing as we are here to offer you independent, impartial advice and guidance.
      New adviser
      £0+
      9.3
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      New adviser
      £0+
      9.3
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      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.