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

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

  • Verus Wealth Chartered Financial Planners

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

  • Medical + Dental Financial Planning Services

    Dundee
    FCA verified
    Specialist financial planning advice for Medical + Dental professionals to help you develop, manage and protect your wealth.
    < 10
    £100k+
    Can help with
    Pensions & retirement

  • CSL Asset Management Ltd at Positive Solutions

    Dundee
    FCA verified
    < 10
    £0+
    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

  • Findlay & Company Financial Services Limited

    Dundee
    FCA verified
    41
    £0+
    Can help with
    Pensions & retirement

  • Bay Financial Planning

    Dundee
    FCA verified
    Independent Financial Advice helping you to live your best life with the money you have.
    < 10
    £50k+
    Can help with
    Pensions & retirement

  • Sonas Wealth

    Dundee
    FCA verified
    < 10
    £0+
    Can help with
    Pensions & retirement

  • Astute Planning

    Dundee
    FCA verified
    In Partnership with True Potential Wealth Management Limited I provided financial advice backed up with over 205years experience. Here to provide clear advice to meet your needs.
    20
    £50k+
    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
    1159
    £50k+
    Can help with
    Pensions & retirement

  • Henderson Loggie Financial Services

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

  • Phil Anderson Financial Services Ltd

    Dundee
    FCA verified
    Finance Awards 2018 - Independent Financial Advisors of the Year - Scotland NatWest Local Hero Mortgage Awards 2019 - Best Firm, Scotland
    228
    £100k+
    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.