Scott Fyffe Wealth Management Ltd.

Restricted - Whole of Market  Unit 9C, City Quay, Dundee, DD1 3JA
First meeting at adviser's own cost
At Scott Fyffe Wealth Management, our team of specialists provide advice on a comprehensive range of financial products including insurance, pensions, tax planning, and many others. To put it simply, we work hard to make your money work even harder.
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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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Flexible mortgages
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High loan to value
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Mortgage protection
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Next home / Remortgaging
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Self-employed mortgages
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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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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Critical illness
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Healthcare
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Home and leisure
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Income protection insurance
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Large business
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Life insurance
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Small business
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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 private medical insurance
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Group risk
Response rating
7.0/10
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FCA authorised
Last authorised 19th April 2021
Meet our advisers
Jason Bosworth
Financial Planner

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

About us

I'm a Financial Planner with the firm of Scott Fyffe Wealth Management Ltd. I specialise in ethical investments and further offer a holistic planning service, looking at your goals in the round to help you improve you and your family’s lifestyle, now and in the future.

I look after clients throughout Fife, where I live, but am also very happy to travel throughout Scotland. I conduct meetings via video call, over the phone, and face-to-face (of course, only once present restrictions are eased).

Our services

I've experience in all core advice areas of pensions, investments, mortgages and protection planning as well as a specialism in ethical investing. I achieved the Diploma in Financial Advice (DipFA) and Certificate in Mortgage Advice and Practice (CeMAP) with the London Institute of Banking and Finance. I also have further qualifications in Ethical Investing with the Chartered Financial Analyst Institute. I'm a member of The London Institute of Banking and Finance.

I've worked across all client areas and work with both private and corporate clients. I've built up a solid network of clients by providing advice and high quality service to local people, business owners, clients in the early and mid-stages of working life and people coming up to retirement wanting to maximise their standard of living.

Where to find us
Head office address: Unit 9C, City Quay, Camperdown Street, Dundee, DD1 3JA
Service coverage
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Head Office
Unit 9C City Quay, Camperdown Street, Dundee, DD1 3JA
Telephone <phone number hidden>

Scott Fyffe Wealth Management Ltd is an Appointed Representative of Quilter Financial Limited which is authorised and
regulated by the Financial Conduct Authority.

Scott Fyffe Wealth Management Ltd is registered as a Company in Scotland No. SC669958. Registered Office: Unit 9C City Quay, Camperdown Street, Dundee, Scotland, United Kingdom, DD1 3JA.

Response rating
7.0/10
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FCA authorised
Last authorised 19th April 2021

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