Financial Services

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.

Guide to ESG and responsible investing

A growing number of investors are embracing ESG (environmental, social and governance) factors, which have become an integral part of the investment process for many. So what are ESG factors and why are they important?

Guide to inheritance tax

Inheritance tax (IHT) was traditionally regarded as a tax only for the very wealthy. However, with a threshold of £325,000 (£650,000 for married couples and civil partners) and the price of houses still relatively high, more and more people could find themselves caught in the net.

Guide to ISAS 2023-24

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.

10 tips on Investing in tough times

During periods of economic or financial uncertainty, it is inevitable share prices will take a hit. Such times are never comfortable but there should be no need for investors to panic. Instead, they can offer an opportunity to review your portfolio and ensure it is positioned to weather any storms that might lie ahead.

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. Sadly, that dream has proved elusive – successive governments have continued to tinker with the regulations and it is therefore quite understandable you might feel a little overwhelmed by the complexities.

Q1 Bespoke Market Insight 2023

Financial markets entered the year focusing on one major risk: would the US, as the world’s largest economy, experience a soft or hard economic landing, and what this would mean for the rest of the global economy?

Redmayne Bentley Market Insight March 2024

As we approach the end of the first quarter, it is alarming to look back and think about how fast time passes.

Redmayne Bentley Market Insight February 2024

This year was billed as an important one with more than forty elections globally, most notably in the US, India and Taiwan.

Redmayne Bentley Market Insight December 2023

Over the festive period, most of us will at some point reflect on the events of 2023.

Redmayne Bentley Market Insight November 2023

It's been a busy year for financial markets with multiple hurdles testing investors' nerves along the way.

Redmayne Bentley Market Insight August 2023

Summer is usually a quieter time for financial markets with both news and dealing volumes noticeably lower. Despite this, there have been some interesting developments in recent months to provide plenty of discussion points.

Redmayne Bentley Market Insight September 2023

After a quiet summer period, activity is now returning to financial markets.

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 awalker@walkerdunnett.co.uk 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 www.financial-ombudsman.org.uk or by contacting them on 0800 0234 567.

Autumn Statement 2023

A review of measures for UK businesses and individuals.

Spring Budget 2024

Details of the Spring Budget 2024. Our summary focuses on the key issues.

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Financial Services

Financial Services Factsheets

Services

Autumn Statement 2023

Spring Budget 2024