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Contributor

78%

MATCH FOR YOU

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4.7out of 5

Paul Lothian

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Services:  General Financial Planning, Investments & Savings, Insurance & Protection, Pension and Retirement, Offshore investing, Annuities
OUR PURPOSEThe purpose of Verus Wealth Chartered Financial Planners is to take time to understand your values & goals and to help you face your financ... Read More
Serves clients with: Over £250k of investable assets or household income
Paul's Average Client more

Savings 
£20k           £100k           £250k           £1m
Time as Client 
1 year             4             7             10 years
Contributor

61%

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4.8out of 5

Graeme Inglis

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% clients advised in each area  :

Investments

87%

Annuities

20%

Pensions

53%

Later life planning

20%
I am a Chartered Financial Planner with over 20 years financial services experience and am Founder and Director of Create and Prosper, a firm of Chart... Read More
Serves clients with: Over £50k of investable assets or household income
Graeme's Average Client more

Savings 
£20k           £100k           £250k           £1m
Time as Client 
1 year             4             7             10 years
Chartered Financial Planner
Contributor

57%

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Keith Barron

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Services:  General Financial Planning, Investments & Savings, Insurance & Protection, Tax Planning, Pension and Retirement, Offshore investing
Chartered and Certified Financial Planner specialising in advice to individuals and small businesses
Serves clients with: Any level of wealth
Contributor

53%

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James Wilson

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Services:  Investments & Savings
Wealth Management
Serves clients with: Over £100k of investable assets or household income
Contributor

51%

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4.8out of 5

Chris Mackie

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Services:  General Financial Planning, Investments & Savings, Insurance & Protection, Tax Planning, Pension and Retirement, Healthcare, Equity Release, Offshore investing, Saving for children, Annuities, Auto Enrolment
I am qualified both as a Chartered Financial Planner and a Certified Financial Planner and I have over 15 years experience in financial services. I ... Read More
Serves clients with: Over £50k of investable assets or household income
Contributor

51%

MATCH FOR YOU

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4.8out of 5

Suzanne Gray

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% clients advised in each area  :

Investments

82%

Annuities

9%

Mortgages

18%

Pensions

82%
On 1st January 2014, I became an Associate Director of Johnston Financial. I joined Johnston Financial in August 2008 as a Financial Planner. My car... Read More
Serves clients with: Over £50k of investable assets or household income
Suzanne's Average Client more

Savings 
£20k           £100k           £250k           £1m
Time as Client 
1 year             4             7             10 years
Chartered Financial Planner

Latest client reviews of Dundee IFAs

Dave is really great at listening, and the he delivers. Exceeding expectations in my case. First Class   Read More
Steve Greenhill
Paul is an adviser who actually listens, and provides excellent advice specifically tailored to meet your needs.   Read More
George Leckie

Can't find the right Dundee IFA?

Please Note: We have not yet been able to verify the following individuals provide independent financial advice. They are, or have been, registered with relevant bodies or regulators at addresses in Dundee.

Allan JamesTayside Mortgage & Financial Services
Ian McIntoshDuncan McKerchar & Co Ltd
Tony RudolWalker, Dunnett & Co
Keith FalconerThorntons Law LLP
George RenoufAlliance Trust Asset Management Limited
John ErskineBird Simpson & Co
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