Top 10 Independent (IFAs) & Restricted Financial Advisers in Dundee

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  • Verus Wealth Chartered Financial Planners

    Dundee
    FCA verified
    "More about Life . . . Less about Money"
    49
    £500k+
    Can help with
    Pensions & retirement

  • Advanta Wealth

    St andrews
    FCA verified
    With Advanta it’s always personal. We offer professional financial planning, with a personal touch. It’s how we’ll help you plan for the future and grow your wealth in a way that’s just right for you. Your way.
    428
    £100k+
    Can help with
    Pensions & retirement

  • Innes Wealth and Mortgages

    Cupar
    FCA verified
    Giving holistic financial advice to help you understand and grow your personal portfolio/wealth.
    93
    £50k+
    Can help with
    Pensions & retirement
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  • Advanta Wealth

    Dundee
    FCA verified
    With Advanta it’s always personal. We offer professional financial planning, with a personal touch. It’s how we’ll help you plan for the future and grow your wealth in a way that’s just right for you. Your way.
    428
    £100k+
    Can help with
    Pensions & retirement

  • Fairstone Group

    Dundee
    FCA verified
    Fairstone incorporates one of the largest chartered financial planning firms in the UK. Our vision is to become the most trusted wealth management firm in the UK. We are the number one rated wealth management house on Trustpilot.
    11758
    £0+
    Can help with
    Pensions & retirement

  • Aberdein Considine

    St andrews
    FCA verified
    Our independent financial planners combine personal attention with a straight-talking, down-to-earth approach, whether looking after your personal finances or your business needs.
    10
    £150k+
    Can help with
    Pensions & retirement

  • Advanta Wealth

    Dundee
    FCA verified
    With Advanta it’s always personal. We offer professional financial planning, with a personal touch. It’s how we’ll help you plan for the future and grow your wealth in a way that’s just right for you. Your way.
    428
    £100k+
    Can help with
    Pensions & retirement

  • Acumen Financial Planning Limited (Scotland)

    Cupar
    FCA verified
    We provide clients with a clear vision of their financial future.
    130
    £250k+
    Can help with
    Pensions & retirement

  • Throp Financial Planning

    Cupar
    FCA verified
    Our service is built around comprehensive financial planning and sound investment principles. By exploring your goals and objectives we can tailor a financial strategy specific to your needs.
    558
    £100k+
    Can help with
    Pensions & retirement

  • Bay Financial Planning

    Dundee
    FCA verified
    Independent Financial Advice helping you to live your best life with the money you have.
    14
    £50k+
    Can help with
    Pensions & retirement

How can a financial adviser help me?

An independent financial adviser (IFA) can help you with many of life’s big financial decisions, such as:

  • Accessing your pensions
  • Choosing how to take your pension income
  • Investing for the medium or long term
  • Protecting your family finances
  • Finding life insurance, critical illness cover and income protection
  • Starting a business
  • Setting up and managing a personal pension
  • Funding long-term care for yourself or a loved one
  • Leaving an inheritance while minimising tax

Your IFA will assess your whole financial situation and give you unbiased advice on the options available to you. They will also source financial products for you, independently of product providers, so you can choose the most suitable ones from the whole of the market. Finally, they will handle all the necessary administration, to save you time and hassle.

Why use Unbiased?

Unbiased is the place to find advisers you can trust. Our site offers one of the easiest and quickest ways to find the right professional for you. Every professional is appropriately regulated, qualified and independent of product providers, so you can be sure of finding unbiased advice. Our smart system can match an available professional to your requirements, so there’s no time-consuming shopping around. Alternatively, you can browse a list of local professionals and filter them to suit your preferences.