The Best Financial Service in Dundee

Handpicked Top 3 Financial Services in Dundee, UK. Our 50-Point Inspection includes everything from checking reviews, ratings, reputation, history, complaints, satisfaction, trust and cost to the general excellence. You deserve only the best!


Spalding House, 90-92 Queen Street, Broughty Ferry, Dundee DD5 1AJ

Since 2007

Financial Protection, Wealth Management, Investment Planning, Regular Savings, Retirement Planning, Retirement Advise, Long Term Care, Mortgages & Ongoing Service

Offers the most suitable solutions for individual needs & circumstances - Advise clients on a wide range of products, helping them to navigate through their financial journey

Winner in Best use of Technology 2010

Registration 05998270

By Appointment

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.

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Chapelshade House, 78-84 Bell Street, Dundee DD1 1HN

Since 2005

Retirement Planning, Investment Planning, Estate Planning, Financial Planning, Inheritance Tax Planning, Education Expenses Planning & Wealth Management

Serves a broad range of private clients, including professionals, business owners and those in retirement - Multi Award Winning Company

Certificate of Excellence Winner Vouched for Financial Advisers 2016

Registration SC281976

Mon - Fri 9:00 am - 5:00 pm Sat & Sun Closed

We have been clients of Verus since 2005 and have always found Paul and his team to be highly qualified, knowledgeable, experienced and very motivated.They deliver their independent service and expertise in a friendly, yet highly professional manner, explaining the complexities of financial advice in an easily understood format. Both recently retired, our current financial position has undoubtedly been greatly enhanced as a result of their input and the guidance we have received over the years.

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24 South Tay Street, Dundee DD1 1PD

Since 1993

Enrolment Planning, Efficient Investment Management, Savings, Pension Planning, Investment Wraps, Retirement Planning, Life Insurance, Inheritance Tax, Trustee Services & Attorney Services

Their Experienced team has a variety of technical knowledge which can be utilised to meet your own requirements - £500 Workplace Pension Scheme

Registration 214373

Mon - Fri 9:00 am - 5:00 pm Sat & Sun Closed

Provide a High quality personally tailored independent financial advice to everyone. Highly Recommended.
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