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.


Planning for/in retirement

What is a secure portal?

Speak to your usual contact at Walker Dunnett or please contact us.

Financial Services Factsheets

Authorised by the Financial Conduct Authority (FCA) for Investment Business.

If you wish to register a complaint, please write to us at Walker Dunnett & Co, 29 Commercial Street, Dundee DD1 3DG, or email us at A summary of our internal procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at or by contacting them on 0800 0234 567.