Blackadders Wealth Management LLP

Independent Financial Adviser 30-34 Reform Street, Dundee, Tayside, DD1 1RJ

First meeting at adviser's own cost

Response rating

10/10

11th February 2019

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

We can advise you on

Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
Business
- Corporate pension
- Group pensions
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
Financial planning
- Wealth management
Insurance & protection
- Critical illness
- Income protection insurance
- Life insurance
Pensions & retirement
- Annuity purchase
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Sipps
- Stakeholder
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Long term care
- Long term care

Meet our advisers

Gerald Callander

Chartered Financial Planner

Qualifications & Accreditations Hide qualifications

Chartered Financial Planner (CII)

Having achieved the APFS designation, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.

Accreditations

Michael Kidd

Independent Financial Adviser and Compliance Officer

Qualifications & Accreditations Hide qualifications

Dip PFS - Personal Finance Society Diploma (PFS)

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

MAQ - Mortgage Advice Qualification (CII)

This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.

Keith Thomson

Director of Investment Services

Qualifications & Accreditations Hide qualifications

CF2 - Investment and Risk (CII)

This examination assesses a knowledge and understanding of investment products and the risks involved.

Dip PFS - Personal Finance Society Diploma (PFS)

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

R01 - Financial Services, Regulation and Ethics (CII)

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

R02 - Investment Principles (CII)

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

R05 - Financial Protection (CII)

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

J02 - Trusts (CII)

At the end of this unit, candidates should be able to demonstrate an understanding of the: legal principles associated with the creation and management of a trust; main types of trusts that are common in the UK; taxation considerations relevant to trusts.

Matthew McGarry

Investment Manager

Qualifications & Accreditations Hide qualifications

Member of the Chartered Institute For Securities and Investments

MCSI membership is full membership of the CISI, and denotes a high level of achievement and competence. It is awarded to those with a suitable combination of qualifications and experience

Duncan Arthur

Chartered Financial Planner

Qualifications & Accreditations Hide qualifications

Chartered Financial Planner (CII)

CertPFS (DM) - Certificate Personal Finance Society (PFS)

To achieve the CertPFS (DM) and individual needs to pass 2 diploma units in Regulation and ethics and Discretionary Investment Management

Accreditations

Zubin Kazak

Investment Manager

Jamie Daniels

Investment Manager

Qualifications & Accreditations Hide qualifications

Fellow of the Chartered Institute for Securities and Investments

FCSI membership is full membership of the CISI, and denotes an outstanding commitment to achieving the highest levels of knowledge, skills and behaviour. It is awarded to those with a suitable combination of qualifications and experience.

Where to find us

30-34 Reform Street, Dundee, Tayside, DD1 1RJ

About us

Blackadders Wealth Management LLP works as a team to provide first class, trusted advice to individuals and businesses in Scotland and further afield from its offices in Aberdeen, Dundee, Edinburgh, Glasgow and Perth.

Our commitment to clients covers planning your and your family’s financial affairs and investments, The Blackadders Wealth Management team has years of experience in advising personal clients on efficient planning to meet their future financial needs and preserving valuable assets.

Our team has a wide range of skills, qualifications and considerable experience to provide advice on both simple and complex financial arrangements on a personal bespoke basis. We offer personally tailored financial advice ranging from insurance, investments and taxation issues to retirement and inheritance tax planning. We are committed to providing one-to-one advice working closely with our clients and their other professional advisers. We believe this to be an essential facet of financial planning to ensure you get the right advice to meet your personal situation.

Our services

We are experts in discretionary and advisory portfolio management, retirement planning, inheritance tax mitigation, trusts and tax efficient investments. We can also provide guidance on ethical investments. We operate on a one to one personal basis, ensuring that the solutions and advice we provide is both comprehensive, effective and understandable, whatever your circumstances and future plans may be.

Compliance

Blackadders Wealth Management LLP is authorised and regulated by the Financial Conduct Authority (738512). The value of investments can go down as well as up and past performance is no indication of future performance. Full terms of business will be supplied to you at our first meeting. The first meeting is without obligation or cost.

We can advise you on

Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
Business
- Corporate pension
- Group pensions
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
Financial planning
- Wealth management
Insurance & protection
- Critical illness
- Income protection insurance
- Life insurance
Pensions & retirement
- Annuity purchase
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Sipps
- Stakeholder
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Long term care
- Long term care

Advice methods

Telephone
Face to face

Special offers

Choose an Unbiased exclusive special offer:

Preferred clients

Minimum wealth (income/assets)

£50,000

Minimum pension value

£100,000

Website

Compliance

Contact options

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