Dexterity

Independent Financial Adviser  Scott House, Edinburgh, EH2 2AZ
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FCA authorised
Last authorised 16th May 2022
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
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Pension drawdown
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Pensions & retirement planning
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SIPPs
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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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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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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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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group risk
Meet our advisers
Mr Stephen Walters
Independent Financial Adviser
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.

Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£51,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face

Scott House, 10 South Saint Andrew Street, Edinburgh, EH2 2AZ

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