Verus Wealth is a highly regarded independent financial planning firm situated in Dundee. They aim to empower you to face your financial future with heightened confidence and security. With qualifications spanning all aspects of financial planning and advice, they are dedicated to making personal wealth management and financial planning informative but also engaging, enjoyable, and enlightening. Catering to a diverse clientele, which includes professionals, business owners, and retirees, Verus Wealth is committed to enhancing your financial well-being. Their steadfast mission revolves around assisting you in approaching your financial future with increased confidence and security, with a continuous commitment to improving every facet of their services. Verus Wealth offers comprehensive financial planning and advice to help clients achieve and sustain their desired lifestyle by effectively managing finances and investments. With a focus on serving a broad spectrum of affluent and high-net-worth private clients, Verus is well-prepared to address all aspects of financial planning and advice. Additionally, they provide convenient customer parking at Verus Financial Planning Limited.
UNIQUE FACTS:
• Chartered Financial Planners.
• An Ongoing Relationship-driven Service.
• Affluent & High-net-worth Private Clients.
• All Aspects of Financial Planning And Advice.
3 Best Financial Services in Dundee, UK
Expert recommended Top 3 Financial Services in Dundee, UK. All of our financial services actually face a rigorous 50-Point Inspection, which includes local reviews, history, business standards, ratings, satisfaction, trust, price and their trading excellence.
VERUS WEALTH REVIEWS
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.
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 have been with Verus wealth now for a few years. My adviser is Alistair Lauchlan who has been brilliant in all the advice and handling my pension. Would very highly recommend them.
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Henderson Loggie Financial Planning Ltd functions as a financial planner to provide precise and easily understandable advice tailored to your specific requirements, facilitating realizing your financial goals. Specializing in aiding individuals and businesses in their planning endeavours, the firm emphasizes close collaboration within its team to leverage industry experience, knowledge, and skills for optimal outcomes. Beyond establishing a relationship with one of their dedicated Financial Planners, Henderson Loggie Financial Planning Ltd features a proficient team working diligently behind the scenes. This team comprises Paraplanners and Administrative staff whose expertise and support contribute to delivering the desired results. To initiate the planning process, the firm offers a complimentary retirement guide, exploring the income needed, available retirement pension options, and potential use of investments to support your lifestyle. Henderson Loggie Financial Planning Ltd underscores that financial planning is a personalized journey tailored to your goals and aspirations. Their commitment lies in comprehending your needs and dedicating themselves to assisting you in achieving financial success.
UNIQUE FACTS:
• Online Appointments.
• Personal Approach.
• Concerning Your Current & Future Financial Plans.
• Concise Advice.
• Free Retirement Planning Guide.
Speciality:
£Price:
The Starter from £1,200
The Annual from £2,500
The Wellbeing from £4,000
Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
HENDERSON LOGGIE FINANCIAL PLANNING LTD REVIEWS
I recently had a fantastic experience using Henderson Loggie to set up a protection policy. I would have been lost trying to do so without their support. They presented complex information in an easily digestible way and were able to get me a fantastic protection policy at a fraction of the cost compared to when I’d looked myself. Cannot recommend them highly enough.
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.
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.
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Thomson Associates stands out as a renowned financial consulting firm in Dundee, earning its reputation through a commitment to honesty and integrity. The team, known for its experience and knowledge, includes a financial adviser with extensive years in the financial services sector. Operating as an Independent Financial Adviser, they are not tied to any specific provider, allowing them to offer advice on products from the entire market. With a holistic approach to decision-making, Thomson Associates considers factors such as charges, customer service, and financial resilience when presenting options. They aim to provide the most suitable solutions tailored to individual needs and circumstances. The team guides clients through various aspects of their financial journey, including mortgage, retirement, and investment decisions, offering advice on different products. The success of Thomson Associates' financial adviser relies on establishing enduring, successful relationships with clients. Their primary focus is delivering independent wealth management services to private investors and corporate clients across the UK. The core principles guiding their business approach include honesty, integrity, excellent service, and going the extra mile, all of which they believe are crucial to their clients' interests.
UNIQUE FACTS:
• Online Appointments.
• Independent Wealth Management Services.
• Experienced & Knowledgeable Team.
Speciality:
Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
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.
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