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

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Total assets
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First meeting is free

  • Ballantyne Wealth Management

    Cupar
    FCA verified
    Your local financial advisers for over 25 years providing independent financial advice with an emphasis on retirement and investment planning.
    36
    £50k+
    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

  • Henderson Loggie Financial Services

    Dundee
    FCA verified
    < 10
    £0+
    Can help with
    Tax & trust planning
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  • 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

  • CSL Asset Management Ltd at Positive Solutions

    Dundee
    FCA verified
    < 10
    £0+
    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

  • Tim Gosmore at Quilter Financial Advisers

    Cupar
    FCA verified
    With over 20 years experience, my emphasis is on building and maintaining long term relationships and provide a trusted source of advice for my clients and their families.
    10
    £100k+
    Can help with
    Pensions & retirement

  • Thomson Associates

    Dundee
    FCA verified
    We offer everyone a no obligation first meeting at our own cost. This can take place at your home or
    43
    £0+
    Can help with
    Pensions & retirement

  • Advanta Wealth

    Cupar
    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

  • 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.
    165
    £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.