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

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