Blackadders Wealth Management LLP

Independent Financial Adviser  30-34 Reform Street, Dundee, City of dundee, 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
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Group Pension/Stakeholder
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Stockbroking services
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 6th July 2020
Meet our advisers
Matthew McGarry
Investment Manager

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

Zubin Kazak
Investment Manager
Duncan Arthur
Chartered Financial Planner

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.

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

Accreditations
Chartered Financial Planner
Jamie Daniels
Investment Manager

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.

Keith Thomson
Director of Investment Services

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

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

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

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

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

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.

Michael Kidd
Independent Financial Adviser and Compliance Officer

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.

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

Gerald Callander
Chartered Financial Planner

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
Chartered Financial Planner
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.

Where to find us
Head office address: 30-34 Reform Street, Dundee, Tayside, DD1 1RJ
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 6th July 2020

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