BEST RATED » DUNDEE » FINANCIAL SERVICES

Best Financial Services in Dundee

Expert recommended Top 3 Financial Services in Dundee, UK. All of our financial services face a rigorous 50-Point Inspection, which includes local reviews, history, trading standards, ratings, satisfaction, trust, price and their general excellence. Only the bee's knees!

THOMSON ASSOCIATES

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

Since 2007

Wealth and Risk Management, Financial Protection, Regular Savings, Income, Pension, Savings, Retirement and Investment Planning, Asset Allocation, Long Term Care, Mortgages & Ongoing Service

Thomson Associates has been trading within the Dundee region since the 1980s, as such, they have built a reputation for trusted guidance. The company is a trading name of 2plan wealth management Ltd who are a national consulting firm. The company affords primary focus is on the provision of independent wealth management services for private investors and corporate customers throughout the UK. The business advises customers on a wide range of products, assisting them in navigating through their financial journey and achieving their aims.

Registration 05998270

[email protected]

stevethomson.2plan.com

Reviews

By Appointment

TBR® Inspection Report

OSPREY FINANCIAL SERVICES LTD.

48 Loon's Road, Dundee DD3 6AP Directions

Since 2009

Insurance, Pension, Divorce, Financial and Protection Planning, Mortgage, General Insurance Planning, Asset-backed Investments, Individual Savings Accounts, Investment Management & Savings Planning

Osprey Financial Services has built its business on providing the services in the comfort of your own home, at a time that accommodates you completely. The foundation of their service is a focus on extremely personalised financial planning, underpinned by over fifty years of experience, and high levels of expert qualifications. They look to work closely with their clients to help them to understand their plans, goals and purposes. If you are happy with their recommendations, they will help you complete the relevant paperwork and put your financial strategy in place.

[email protected]

ospreyfinancialservices.c...

Reviews

Mon - Wed 9:00 am - 4:00 pm
Thu 9:00 am - 6:00 pm
Fri 9:00 am - 2:00 pm
Sat & Sun Closed

TBR® Inspection Report

VERUS WEALTH

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

Since 2005

Wealth Management, Pension, Retirement and Comprehensive Financial Planning Planning, Investment Consulting, Regular Review & Rebalancing

Verus Wealth is an award-winning independent financial planning firm and the first firm in Dundee. They establish your goals, requirements and objectives then design, and provide a plan to help you achieve these, which is reviewed and modernised on an annual basis. Their mission is to assist you in facing your financial future with increased confidence and protection. Verus serves a wide range of affluent and high-net-worth private customers and is qualified to deal with all aspects of financial planning and guidance. The company delivers financial advice that helps clients to achieve and maintain their desired lifestyle through proper management. Customer parking is available.

Registration SC281976

[email protected]

veruswealth.co.uk

Reviews

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

TBR® Inspection Report