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IMP Mortgage & Protection Advice

(19)

Moving Home, Mortgage & Individual Protection, First Time Buyers

“Dawn was absolutely fantastic to deal with throughout the whole mortgage process, she was extremely helpful and knowledgeable and we couldn't be happier with the outcome. Highly recommend Dawn and IMP.”

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MMG Chartered Accountants

(5)

Taxation More, Business Support More, Online Accounting More

“We have been using MMG for the last 19 years and I can't recommend them highly enough. Extremely 'user friendly' service and always fantastic professional service and 5 * customer support.”

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Henderson Loggie Financial Planning

(23)

Meeting
Confident
Information

“Superb professional, efficient and friendly service as always from all member's at the Henderson Loggie team. Thank you for all your help and superb advice over the years.”

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Wells Gibson - Wealth Management Scotland

(3)

“Jonathan approaches everything with care and diligence and the service has been excellent over the years. The team are all very helpful”

Featured

Research sponsored by Aegon and conducted by NextWealth shed light on the shifting landscape of retirement advice in the United Kingdom. The study, titled “Managing Lifetime Wealth: Navigating Retirement Advice,” underscores a substantial 67% of financial advisers attributing the surge in demand for retirement advice to the increasing lifespan of individuals. However, challenges exist within this evolving landscape. The ongoing cost-of-living crisis, higher interest rates, and market instability are contributing factors shaping the demand for financial advice. Discover more in our comments with Wells Gibson's latest blog on ‘Rising Demand for Retirement Advice in an Ageing Population’.

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Verus Chartered Financial Planners

(15)

Wealth
Management
Pension

“First class service supplied by knowledgeable staff. Alastair has and continues to be a pleasure to deal with and absolutely knows his stuff ! 5 star service !”

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Walker Dunnett & Co - Accountant Dundee

Free Helpsheets, Financial Services, Taxation

“We recently used Walker Dunnet's services for some accounting work, I can't praise Andy Walker and his team highly enough. They were professional, efficient, and knowledgeable, and completed the work to a high standard. I would highly recommend their...”

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Scott Fyffe Wealth Management

Business, Personal

“Don was extremely professional and knowledgeable throughout the entire process. He took the time to understand our specific needs and preferences, and was able to provide us with a range of options that fit our requirements. He also made sure to e...”

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Skipton Financial Services

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Albafx

“For the best FX consultation and market insight, you need a specialist with the right level of experience and accreditation, who will take the time to look after your needs.Our partnership with Ebury means our service is backed by a high level of sec...”

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Finance Go

“Notre engagement total se manifeste par une adaptation proactive à l'évolution de votre entreprise, intégrant des données financières avec des insights sectoriels et des tendances économiques pour une vision complète. Nous allons au-delà de la simple...”

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Beat the Banks

“In the last fifteen years, if you've been advised to transfer away from a defined benefit workplace pension, or move any sort of pension into a SIPP Beat the Banks are happy offer a free initial assessment to check that the advice you were given hasn...”

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Alan Glen Wealth Management Limited

“I specialise in providing a highly personalised service, with expert advice on a wide range of important areas. I am committed to ensuring that my industry knowledge remains relevant and current by placing strong emphasis on my personal development. ...”

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Thorntons Investment Management

“At our core, we focus on the key discipline of managing investments on behalf of our clients and their advisers but there is more to our business than that statement, on its own, would imply. Being based in Dundee offers us the space and freedom to m...”

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David Keddie Wealth Management

“We have had dealings with David for over nine years, where his experience and knowledge of financial planning and expert advice on all categories of schemes, designed to utilise the protection and best returns for investors, have helped us in making ...”

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Medical + Dental Financial Planning Services Limited

“"May I take this opportunity to express my gratitude to you and the rest of the staff at Medical Dental FPS for the assistance you have provided me with various financial services over the years. I don't mind saying that I struggle with the processes...”

FAQs

How do I know what to expect?

We provide every client with full details on the services we provide, how we are paid for each service, our complaints procedure, Data Protection, and your protection under the Financial Services Compensation Scheme (FSCS). You can ask to see our disclosure documents at any time, simply contact us for an up-to-date copy.

Why choose MDFPS?

We not only offer independent advice, but are specialists in supporting doctors, dentists and other healthcare professionals who benefit from an NHS pension.

What if at some point in the future MDFPS was no longer trading?

If the firm has ceased to trade, or was unable to meet its obligations for some reason, you currently have recourse to the Financial Services Compensation Scheme (FSCS). Its service is funded by levies on firms that are authorised by the Financial Conduct Authority, and it protects customers where firms have closed or gone into liquidation. (Subject to any future change in regulatory structure.)

More information can also be found on the FAQ page of our website.

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James Hair & Co

(1)

“Got a lovely wee clean up on top very pleased. I wasn't offered a lollipop though. that is why they did not receive a 5 star. Yours sincerely your local guide Daniel.”

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Milne Wealth Management

(15)

Savings
Future
Advice

“Again thank you very much for sorting out my finances, pointing me in the right direction and for all the advice. Elaine provides a great service that puts me at ease , everything is explained to the point I know what I am doing, highly recommonded...”

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CNS Financial Solutions Limited

(3)

“Great service from both June and Cary with my first mortgage application. Very efficient and reliable. Will definitely use CNS Financial Solutions again in the future.”

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Machardy Alexander & Whyte

(2)

Private Client, Tax and Financial Planning, Agricultural

“Efficient, professional, matters dealt with quickly.”

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Ann Bellingham Financial Services

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Camerons Financial Planning

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A S Wealth Management

(19)

Financial Advice
Understand
Pensions

“Andrew has given good advice and kept me updated with changes that might affect my pension and my Inheritance Tax position. Positive Responsiveness, Professionalism”

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More Than Mortgages

(9)

Investment, Mortgages and Home Loans, Protection

“Very professional service. Danielle kept me up to date at all stages of my mortgage application and all my questions answered very efficiently. Highly recommend this fantastic company.”

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Empowered by Cloud

(4)

CIS, Virtual Finance Director, Xero Software

“Empowered by Cloud have been helping us understand all financial aspects of our business over the last 2 years and this has helped massively in the turn around in the profitability. A friendly and responsive service is provided at all times. Highl...”

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Average Cost	£3729
Minimum cost	£1244
Maximum cost	£10566
Avg Per Hour Rates	£375

Best Financial Advisors in Dundee

The highest-rated Financial Planning & Wealth Management companies out of 62 vetted & reviewed in the Dundee area.

IMP Mortgage & Protection Advice

MMG Chartered Accountants

Henderson Loggie Financial Planning

Wells Gibson - Wealth Management Scotland

Verus Chartered Financial Planners

Walker Dunnett & Co - Accountant Dundee

Scott Fyffe Wealth Management

Skipton Financial Services

Albafx

Finance Go

Beat the Banks

Alan Glen Wealth Management Limited

Thorntons Investment Management

David Keddie Wealth Management

Medical + Dental Financial Planning Services Limited

James Hair & Co

Milne Wealth Management

CNS Financial Solutions Limited

Machardy Alexander & Whyte

Ann Bellingham Financial Services

Camerons Financial Planning

A S Wealth Management

More Than Mortgages

Empowered by Cloud

Retirement Planning and Investment Management Services in Dundee Cost Estimates

Why these companies made our list

Wealth Management Advisors near Dundee

Popular in Dundee