Top 10 Independent (IFAs) & Restricted Financial Advisers in Dundee
Acumen Financial Planning Limited (Scotland)
DundeeWe provide clients with a clear vision of their financial future.
Clients
helped152Minimum
wealth£250k+Pensions & retirement+10Initial consultation free FCA verified IndependentCanaccord Genuity Wealth Management (CGWM)
DundeeAt Canaccord Genuity, we’re on a mission to help you build your wealth with confidence.
Clients
helped578Minimum
wealth£500k+Pensions & retirementMInitial consultation free FCA verified IndependentCity Financial
DundeeOffices covering the Highlands and Moray. Independent advice on a range of financial planning such as Tax planning ,Investments, consolidation, building up and drawing pension benefits.
Clients
helped114Minimum
wealth£50k+Pensions & retirementRInitial consultation free FCA verified IndependentNot sure which adviser to pick?Answer a few questions to help us find you the perfect match.Innes Wealth and Mortgages
CuparGiving holistic financial advice to help you understand and grow your personal portfolio/wealth.
Clients
helped101Minimum
wealth£50k+Pensions & retirementCInitial 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
helped242Minimum
wealth£150k+Pensions & retirementLInitial 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
helped12093Minimum
wealth£0+Pensions & retirementNInitial consultation free FCA verified IndependentJohnston Carmichael Wealth Ltd - Aberdeen
CuparChartered Financial Planners helping our clients live life on their terms.
Clients
helped47Minimum
wealth£250k+Pensions & retirement+1Initial consultation free FCA verified IndependentThrop Financial Planning
CuparOur 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.
Clients
helped580Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified RestrictedBay 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 IndependentSound 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.
ClientsRecently added
helpedMinimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified Restricted
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.