Verus Wealth Chartered Financial Planners

Independent Financial Adviser Chapelshade House, 78-84 Bell Street, Dundee, DD1 1HN
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
2nd December 2019
"More about Life . . . Less about Money"
We can advise you on
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • SIPPs
    • Stakeholder
    • Wealth management
    • Ethical investments
    • ISA / Unit Trusts / OEICs
    • Investing for income
    • Investment trusts
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Lump sum
    • Savings for children
    • School fees planning
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Long term care
Meet our advisers
Paul Lothian
Chartered Financial Planner, Chartered Wealth Manager
Accreditations
Certified Financial Planner Chartered Financial Planner
Alistair Lauchlan
Financial Planner
Linsey Congdon
Financial Planner
Sandra Edward
Paraplanner
Pauline Holmes
Senior Paraplannner
Where to find us

Chapelshade House, 78-84 Bell Street, Dundee, DD1 1HN

Make an enquiry
About us

Verus Wealth is a multiple award-winning firm of independent Chartered Financial Planners.
Our advisers are among the most highly-qualified in the UK.
We provide impartial, professional advice and are pension transfer specialists.

Our services

Listen. Understand. Care. Empathise. Communicate. Deliver what we promise.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£100,000
Minimum mortgage value
£0

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Finance Awards 2018 - Independent Financial Advisors of the Year - Scotland