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BEST RATED DUNDEE, UK FINANCIAL SERVICES

3 Best Financial Services in Dundee, UK

Expert-recommended Top 3 Financial Services in Dundee, UK. All of our financial services actually undergo a rigorous 50-Point Inspection, which includes local reviews, history, business standards, ratings, satisfaction, trust, price and their trading excellence. You deserve only the best!

Henderson Loggie Financial Planning
Henderson Loggie Financial Planning
Dundee financial services Henderson Loggie Financial Planning video
3+ YEARS IN TBR
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HENDERSON LOGGIE FINANCIAL PLANNING

(4.9 Score)
The Vision Building , 20 Greenmarket, Dundee DD1 4QB, UK Directions

Since 2000

Speciality:

✓ Financial Protection for Families ✓ Personal Financial Planning ✓ Inheritance Tax Planning ✓ Investment Planning ✓ Retirement Planning ✓ Business Protection ✓ Group Life Insurance ✓ Workplace Pension Advisory Service

“Henderson Loggie Financial Planning has helped you to answer those difficult questions you may have concerning your current and future financial plans. They aim to provide clear and concise advice tailored to your needs to help achieve your objectives. Their approach means they get to know you because it's only by understanding your needs, your family's, or your business's that they can help you achieve your goals. At Henderson Loggie Financial Planning, the team helps individuals and companies plan. They provide quality technical advice and build long-lasting relationships through a valued review service. They also have offices in Aberdeen, Edinburgh & Glasgow.

2025 Update: They are committed to dealing with complaints effectively and fairly in accordance with the Financial Conduct Authority’s complaint handling rules and guidance.”

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Registration SC200834

Contact:

01382 200 055

Mon-Fri: 9am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

Verus Wealth Chartered Financial Planners
Verus Wealth Chartered Financial Planners
Verus Wealth Chartered Financial Planners
10+ YEARS IN TBR
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VERUS WEALTH CHARTERED FINANCIAL PLANNERS

(4.8 Score)
78-84 Bell Street, Chapelshade House, Dundee DD1 1HN, UK Directions

Since 2005

Speciality:

✓ Planning for the Future ✓ Cashflow Modelling ✓ Pension Consolidation ✓ At/In Retirement ✓ Inheritance Tax Planning ✓ Trustees

“Verus Financial Planning Limited is an award-winning financial planning firm and believes personal wealth management and financial planning should be engaging, enjoyable, and enlightening. They aim to help you face your financial future with increased confidence and security. Verus serves a broad range of affluent and high-net-worth private clients and is qualified to handle all financial planning and advice aspects. As a Verus client, you can be confident that all planning and advice is impartial and centred around your best interests.

2025 Update: Verus Financial Planning Limited has a Chartered Financial Planner status. They provide a free initial discussion. Their goal is to make wealth management engaging and enlightening, empowering you to face your financial future with confidence and security.”

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Personal Financial Planners of the Year 2023
Scottish Enterprise Awards in 2022
CorporateLiveWire Scotland Prestige Awards in 2021/22 Professional Adviser Awards in 2009
Registration SC281976

Contact:

01382 223455 07870 486766

Mon-Fri: 9am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

Thomson Associates
Thomson Associates
10+ YEARS IN TBR
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THOMSON ASSOCIATES

(4.8 Score)
41A Gray Street, Broughty Ferry, Dundee DD5 2BJ, UK Directions

Since 1999

Speciality:

✓ Financial Protection ✓ Investment Planning and Regular Savings ✓ Retirement Planning ✓ Advice at Retirement ✓ Mortgages ✓ Ongoing Service

“Thomson Associates advises clients on a wide range of products, helping them navigate their financial journey and achieve their goals from their first mortgage to retirement and all the investment decisions. Steve Thomson, the firm's independent financial advisor and founder, has many years of experience in successful financial practice. He is an independent financial adviser; he is not tied to any particular provider and can advise on products from across the whole market. Steve Thomson always takes a comprehensive view of the options, considering factors like charges, customer service, and financial resilience to offer the most suitable solutions for your needs and circumstances.

2025 Update: As financial advisers, their success depends on building successful long-term relationships with clients. Their primary focus is on the provision of independent wealth management services for private investors and corporate clients throughout the UK.”

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Contact:

01382 772550 07967 317554

Mon: 9:30am - 3pm
Tue-Fri: 9:30am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

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HENDERSON LOGGIE FINANCIAL PLANNING REVIEWS

The Financial Planning team have been an absolute delight to work with, both in a professional and personal capacity. They've saved me a lot of time by coming forward with options and advice to allow me to focus my time on where I need to and the team are always prompt whenever we reach out for additional information or help with an issue. I highly recommend working with them, especially as a small business owner.

Over the last four years Henderson Loggie Financial Planners have provided a number of pension clinics for our members which have been well received. Feedback from our members has always been very positive and they have provided our pensions department with invaluable support over the years..

Have been a client for 10 years now. Although these could be described as turbulent years in a financial sense Henderson Loggie through our financial partner have helped us navigate these in relative ease. Consequently our relationship with them has strengthened, as has our confidence in their expertise and experience.

These reviews are provided for information purposes and to help you make informed decisions.

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VERUS WEALTH CHARTERED FINANCIAL PLANNERS REVIEWS

As I look towards retirement in a few years Paul was recommended by a close friend to help with some questions on my short term savings strategy whilst still in employment. I found Paul friendly, patient and extremely knowledgeable, his insight was helpful both in terms of immediate changes to consider and also helping me better understand the process once I'm looking to access my pensions. Based on my initial experience I'm confident that when I'm looking for the ongoing advice on managing my retirement income Paul will be the first person I look to contact.

I have been a client of Verus for many years & have always received excellent advice. Now that I’m retired Paul keeps me right on my pension & other financial affairs. These are reviewed annually & if necessary altered as required. I Would highly recommend Verus.

I was unsure what to expect regarding my pension drawdown but my adviser Linsey Congdon and the Team at Verus were exceptional throughout the process. Great communication & understanding on what is important to you as an individual. Extremely knowledgeable & informative with continuous updates, a very professional friendly service I would highly recommend.

THOMSON ASSOCIATES REVIEWS

We were recommended by a friend, and have never looked back. We have used Steve for our last two mortgages and insurances. He made the process so easy, with a very down to earth approach, which made it very easy for us to understand all the different deals available to us. A very friendly and smooth service, great communication, with all questions answered regardless of how small. Cannot recommend Steve highly enough, and have done so to many family and friends already. A great business to work with, who works toward what's important to you.

Thomson Associates have helped me get two mortgages when I thought it was impossible after banks etc were no good. Steven has a straight down the middle approach, very honest and friendly. I have recommended to anyone who is interested.

Highly recommend. Great advise and support provided throughout from Steve. Easy to contact at any time and quick responses always received. Very knowledgeable. Thanks for all your help.

TBR® Inspection Score Report

HENDERSON LOGGIE FINANCIAL PLANNING Total Inspection Points: 117/120
Business Images: 8
Experience: 9
Acknowledgements: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Online Appointment: 10
Review Analysis: 10
Service Diversification: 10
Social Media: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

VERUS WEALTH CHARTERED FINANCIAL PLANNERS Total Inspection Points: 116/120
Business Hours: 9
Business Images: 9
Complete Info: 9
Experience: 9
Acknowledgements: 10
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Service Diversification: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

THOMSON ASSOCIATES Total Inspection Points: 115/120
Business Images: 8
Business Hours: 9
Complete Info: 9
Website Standard: 9
Acknowledgements: 10
Contact Info: 10
Exact Services: 10
Experience: 10
Legitimate Ratings: 10
Location Proximity: 10
Service Diversification: 10
Website Source: 10
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