Best Financial Advisors in Dundee

Handpicked from 62 vetted & reviewed Financial Planning & Wealth Management firms in the Dundee area, discover the top 5 leading options among the selected group of 24 finalists.

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MMG Chartered Accountants

(4)

Taxation More, Business Support More, Online Accounting More

“MMGA are a very able accountancy firm that I have worked with for 25 years. They were recommended to me and I would recommend them to you!”

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The Independent Mortgage Partnership

(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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Walker Dunnett & Co - Accountant Dundee

Free Helpsheets, Financial Services, Taxation

“We provide all the “typical” accountancy services, as well as offering the services of our in house fully qualified Financial Advisers. We want to get to know you as a person, not a client number, and our team is here to not only give you your accoun...”

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Henderson Loggie Financial Planning

(22)

Information
Needs
Experience

“Very well run business with a young, modern Board. Put clients at the centre of everything. Advisers have diffent speciailsms to cover a wide range of private and corporate client needs.”

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Wells Gibson

(2)

“Jonathan and the Wells Gibson team have been looking after our personal finances now for the last year or so and we are delighted with the service we receive and the clarity that having a clear and tailored financial plan has given us. We would highl...”

Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score

95 (100)

Minimum Reputation Rank

98.5 Percentile

All of our award winners are based on identifiable facts - reviews, performance, and experience - collected by scientific means. We use this data to assess each business’s essential features, weighting them according to their importance to customers.

Read our methodology

Prominent finalists

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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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Scott Fyffe Wealth Management

Business, Personal

“Discovering potentially viable investment vehicles is one thing, but that's only part of the story. We're committed to finding ways to help your money grow without having a negative effect on anything else. We'll help to locate potential investment o...”

Featured

We're thrilled to announce that Don J Stark from Scott Fyffe Wealth Management recently sponsored The Dundee FC Academy event featuring best-selling author and mindset coach Allistair McCaw.nnIt was an incredible experience to watch Allistair speak to the young football players and students about the importance of cultivating a champion mindset. His insights and strategies for achieving success were invaluable, and we're grateful to Don J Stark and Scott Fyffe Wealth Management for helping to make this event possible.nnDon stated that;n...

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Finance Go

Financial & Credit Reporting

“Finance Go provides comprehensive Financial and Credit reports on daily business performance in real time, allowing you to make the right decision at the right time.”

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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 to check for free that the advice you were given hasn't left you facing an u...”

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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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Albafx

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Milne Wealth Management

“She believes strongly that the personal challenges she has faced in her life and the valuable experience gained from these is what gives her the ability to empathise with all kinds of situations that may be faced by her clients and indeed, shapes her...”

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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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DFS Financial Consultancy

“Welcome to DFS Financial Consultancy At DFS Financial Consultancy, we take away the frustrations of financial planning. Our local team of professional advisers, with 70+ years of combined experience offer a friendly service to meet all your financial...”

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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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Machardy Alexander & Whyte

(2)

Private Client, Tax and Financial Planning, Agricultural

“Efficient, professional, matters dealt with quickly.”

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RS Robertson Financial Planning

(7)

“We were recommended the services of RS Robertson and their mortgage advisor Michael Towns for help and guidance with our recent house purchase. He made the whole experience as hassle free as possible and got us a fantastic mortgage deal. There were a...”

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JLS Associates

(1)

“Very good service”

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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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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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Ann Bellingham Financial Services

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Empowered by Cloud

(5)

Virtual Finance Director, Xero Software, Construction Accounting

“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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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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A S Wealth Management

(15)

Team
Pension
Future

“Andrew & his team were able to look at my pension and help put a solid plan in place to ensure the best for my future. Highly professional and a pleasure to work with. 5/5, highly recommend!”

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

Best Financial Advisors in Dundee

Handpicked from 62 vetted & reviewed Financial Planning & Wealth Management firms in the Dundee area, discover the top 5 leading options among the selected group of 24 finalists.

MMG Chartered Accountants

The Independent Mortgage Partnership

Walker Dunnett & Co - Accountant Dundee

Henderson Loggie Financial Planning

Wells Gibson

Verus Chartered Financial Planners

Scott Fyffe Wealth Management

Finance Go

Beat the Banks

Thorntons Investment Management

Albafx

Milne Wealth Management

Medical + Dental Financial Planning Services Limited

DFS Financial Consultancy

David Keddie Wealth Management

Machardy Alexander & Whyte

RS Robertson Financial Planning

JLS Associates

James Hair & Co

CNS Financial Solutions Limited

Ann Bellingham Financial Services

Empowered by Cloud

More Than Mortgages

A S Wealth Management

Retirement Planning and Investment Management Services in Dundee Cost Estimates

Why these companies made our list

Wealth Management Advisors near Dundee

Popular in Dundee