Top 10 Independent (IFAs) & Restricted Financial Advisers in Dundee
Advanta Wealth
DundeeWith 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.
Clients
helped597Minimum
wealth£150k+Pensions & retirementCInitial consultation free FCA verified IndependentAdvanta Wealth
DundeeWith 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.
Clients
helped597Minimum
wealth£150k+Pensions & retirementCInitial consultation free FCA verified IndependentFairstone Group
DundeeFairstone 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.
Clients
helped12368Minimum
wealth£0+Pensions & retirementNInitial consultation free FCA verified IndependentNot sure which adviser to pick?Answer a few questions to help us find you the perfect match.Bay Financial Planning
CuparIndependent Financial Advice helping you to live your best life with the money you have.
Clients
helped14Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified IndependentInnes Wealth and Mortgages
CuparGiving holistic financial advice to help you understand and grow your personal portfolio/wealth.
Clients
helped105Minimum
wealth£50k+Pensions & retirementCInitial consultation free FCA verified RestrictedSound Wealth Planning
DundeeMy business aims to provide clear advice that results in financial success for all our clients. We help people to feel confident in their financial decisions and enjoy life.
Clients
helped10Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified RestrictedSound Wealth Planning
DundeeMy business aims to provide clear advice that results in financial success for all our clients. We help people to feel confident in their financial decisions and enjoy life.
Clients
helped10Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified RestrictedAHR Private Clients
DundeeAHR Private Clients is a UK High & Ultra High Net Worth provider of Independent Financial Advice within the UK offering a clear and focused proposition for the benefit of our clients retaining their interests at the heart of everything we do.
Clients
helped301Minimum
wealth£150k+Pensions & retirementLInitial consultation free FCA verified Independent- Clients
helped49Minimum
wealth£500k+Pensions & retirementInitial consultation free FCA verified Independent Acumen Financial Planning Limited (Scotland)
DundeeWe provide clients with a clear vision of their financial future.
Clients
helped170Minimum
wealth£250k+Pensions & retirement+10Initial consultation free FCA verified Independent
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.