Financial Services

financial services in Dundee

In today's complicated and strictly regulated financial services market, providing independent financial advice requires specialist knowledge. Our in-house advisers Ian and Alli will advise on the following:

  • Life assurance;
  • Critical illness cover;
  • Pension schemes;
  • Private medical insurance and care plans;
  • Individual savings accounts;
  • Investments; and
  • Inheritance Tax Planning

To read more about our Independent Financial Advisers click here.

Click here to contact us.

Financial Services Factsheets

10 reasons to use a Financial Adviser
Many people think that financial advice is required only by the very rich. however, everyone can benefit from it. not only can it help you protect and build your assets, it can also assist you in making the most of your investments and securing the long-term future of you and your family.
10 tips on Investing in tough times
During times of economic or market uncertainty, share prices will inevitably take a hit. Although it is likely to be uncomfortable, there is no need for investors to panic; in fact, these times can offer an opportunity to review your portfolio and ensure it’s positioned to weather any storms that might lie ahead.
Guide to Annuities
It takes many years of planning, saving and sacrifice to build up a significant pension – and, after all those years, you want to be sure you are making the most of it.
Guide to Investing for Children
No parent will need reminding that children are expensive. Of course, there are the day-to-day running costs of clothes, shoes – not to mention large mobile phone bills – but there are also some potential surprises.
Guide to Inheritance Tax
Inheritance tax (IHT) has traditionally been seen as a tax only for the very wealthy. However, with a threshold of £325,000 (£650,000 for married couples and civil partners) that will remain frozen until 2021, and the price of houses still relatively high, more and more people could find themselves caught in the net.
Guide to ISA's 2020/21
This is our guide to Individual Savings Accounts and how to make the most of your annual tax year allowance. If you would like to discuss any of the information provided in more detail, please do get in touch.
Guide to Making the Most of Your Savings
Some basic guidelines to help you maximise the potential return from your money.
Guide to Protecting your Income
It is a sad fact that while most of us are quite happy to insure our car, our house, our travel arrangements – even our mobile phones – to their full value, few of us take quite as much care over our own health and that of our loved ones.
Planning for Retirement
Back in 2006, something known as ‘A-Day’ was supposed to be the moment when – ‘once and for all’ – the rules for pension saving were simplified and everyone would be able to work out how to make the most of their retirement arrangements.
Authorised by the Financial Conduct Authority (FCA) for Investment Business.