Dexterity
With so many financial advisers to choose from, why would you come to us? We hold ourselves accountable to a code of conduct, which in summary pledges, "Nothing will we say or do, that we wouldn't appreciate you saying or doing to us".
We can advise you on
check
Pensions & retirement
chevron_up
check
Pensions & retirement planning
check
Financial planning
chevron_up
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Offshore investments
check
Socially responsible investments
check
Savings for children
check
Insurance & protection
chevron_up
check
Accident & sickness
check
Income protection insurance
check
Tax & trust planning
chevron_up
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Stockbroking services
chevron_up
check
Stockbroking services
Last authorised 13th September 2021
Meet our advisers
Mr Stephen Walters
Independent Financial Adviser
Qualifications & Accreditations
chevron_up
Dip PFS - Personal Finance Society Diploma (PFS)
chevron_up
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
What our clients say
We are more than happy with the way you have looked after our finances over the last quarter of a century and have every confidence in your advice and decisions. Your grasp of the English language is a joy to read.
EG & HG, East Kilbride
Refreshingly different
ML, Edinburgh
I would never have considered investing in ETFs in the past, preferring to play safe with ‘default’ and ‘managed’ funds. I enjoy Stephen’s clear rationale for selecting clear, bold themes which are instantly relatable. I firmly believe in the ESG themes, particularly Clean Energy, and my portfolio thrives.
PCH, Edinburgh
I have followed your advice for 40+ years. This is probably because I have faith. The main thing I would say to others is that Stephen is the very essence of the word ‘independent’ in IFA. I cannot say that of other ‘IFA’s’ I have come across.
RS, Gosforth
Were a friend to ask which IFA you consult, would you feel confident to say Dexterity? - A very definite YES
CP, Edinburgh
Stephen has been my financial adviser for over 30 years. Need I say more! Over recent years I have been a very satisfied ETF client and am delighted with the performance of my current ESG portfolio.
DS, Edinburgh
My wife and I are fans!
CC & EC, Edinburgh
About us
I began work as an IFA in 1989. The work I enjoy most is helping people clear their confusion about money, and their fear of error. Much like a GP takes pleasure in patients self-managing their own long-term medical health, I celebrate clients becoming confident to self-manage their own portfolio of investments. I own the company and have an administrator colleague, Philip.
Our desire is to be clear, fair and consistent; so you'll see in us accountability for everything we do, say, don't do, and don't say. You'll find us transparent and precise about our fees, and you'll always be in-control of both your money.
Our services
Believing simple, transparent and low-cost trackers will fully meet the needs of most investors, we specialise in a kind of tracker known as Exchange Traded Fund (ETF).
Gone are the days when investors in ethical funds had to tolerate smaller profits in return for their principles. We'd like to introduce you to index-trackers of clean energy other modern themes.
Where to find us
Head office address: Scott House, 10 South Saint Andrew Street, Edinburgh, EH2 2AZ
Service coverage
Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£51,000
Minimum mortgage value
£0
Advice methods
-
Telephone
-
Online (Live chat, video, email)
-
Face to face
