Find 2 Recommended Local Financial Advisers in Dundee

Read professional profiles and client feedback for 2 recommended financial advisers in Dundee. Look at the areas of financial advice they cover and contact appropriate professionals to discuss your requirements and consultation options.
Not rated yet
Verus Financial Planning
21 Years
Not rated yet
Verus Financial Planning is an award-winning financial advisory firm in Dundee specializing in comprehensive financial planning. We provide personalized solutions for retirement strategies, inheritance tax planning, and investment management, supported by our Chartered Financial Planner status. Our client-focused approach combines technical expertise with transparent advice to help individuals achieve long-term financial security.
Financial Planning Retirement Strategies Inheritance Tax Planning
Exceptional service quality Professional expertise Clear communication
Not rated yet
Discovery Investment Fund
20 Years
Not rated yet
Discovery Investment Fund is a Dundee-based venture capital organisation supporting high-growth Scottish startups. We provide strategic investment ranging from 100,000 to 500,000 through a syndicate of experienced investors. As a Scottish Enterprise co-investment partner, we offer match funding opportunities while maintaining sector-agnostic investment criteria.
Venture Capital Investment Angel Investment Syndicate Portfolio Management