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
9.0 /10
FCA verified
12th August 2019
"More about Life . . . Less about Money"
We can advise you on
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Long term care
Meet our advisers
Alistair Lauchlan
Financial Planner
Paul Lothian
Chartered Financial Planner, Chartered Wealth Manager
Accreditations
Chartered Financial Planner Certified Financial Planner
Linsey Congdon
Financial Planner
Pauline Holmes
Senior Paraplannner
Sandra Edward
Paraplanner
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
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£100,000
Compliance

Verus Wealth is a trading style of Verus Financial Planning Limited which is authorised and regulated by the Financial Conduct Authority.

Registered in Scotland SC281976.

Registered Office: Chapelshade House, 78-84 Bell Street, Dundee, DD1 1HN.

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