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 Tony 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 only required by the very rich. However, everyone can benefit from it. Not only can it help you protect and build your assets, it can help you make the most of your investments and help secure you and your family’s long term future.
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.
Planning for Retirement
Back in 2006, ‘A’ Day was supposed to be the day 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.
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 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 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 Investing for Children
No parent will need reminding that children are expensive. Of
Guide to ISAS 2016 - 2017
This is our guide to individual savings accounts and how to make the most of your annual tax year allowance.
Guide to ISA's 2017-18
There are two types of ISA available – the Cash ISA and the Stocks
Guide to diversification
This guide is designed to help start you on the road to building an investment portfolio. With a little groundwork, a balanced, well-diversified portfolio ought to be able to weather the short-term storms of stock and property market fluctuations.
Guide to Protection
A four page introduction to the basic Protection Products - Life, PHI & Critical Illness.
Making the most of your Savings
Some basic guidelines to help you maximise the potential return from your money.
Guide to RDR
A guide outlining how RDR will enhance what "Independent" means for a client.
Planning Your Retirement
Back in 2006, ‘A’ Day was supposed to be the day 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.
Protecting your income
It is a sad fact that while most of us
Long Term Care
Increasing life expectancy ought to be a cause for celebration but, unfortunately, while many people are living longer, they are not necessarily doing so in good health.
Authorised by the Financial Conduct Authority (FCA) for Investment Business.