Response rating
7.0/10
FCA verified
13th November 2017

Blackadders Wealth Management LLP

Independent Financial Adviser 30-34 Reform Street, Dundee, Tayside, DD1 1RJ
First meeting at adviser's own cost
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
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Corporate pension
    • Group pensions
    • Stockbroking services
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Wealth management
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Long term care
Meet our advisers
Gerald Callander
Chartered Financial Planner
Accreditations
Chartered Financial Planner
Keith Thomson
Director of Investment Services
Michael Kidd
Independent Financial Adviser and Compliance Officer
adviser-person
Zubin Kazak
Investment Manager
Matthew McGarry
Investment Manager
Where to find us
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.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£100,000
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.

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