BEST RATED » DUNDEE » FINANCIAL SERVICES

The Best Financial Service in Dundee

Hand-picked top 3 financial services in Dundee, UK. 50-Point Inspection 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

Since 2007

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

Provides clear information to help you achieve your financial goals ● Offers the most suitable solutions for your individual needs and circumstances ● They can advise you on products from across the whole market

Registration 05998270

steve.thomson@2plan.com

stevethomson.2plan.com

Reviews

Call for Hours

TBR® Inspection Report

OSPREY FINANCIAL SERVICES LTD.

48 Loon's Road, Dundee DD3 6AP

Since 2009

Pension Planning, Mortgage, Insurance Planning, General Insurance Planning, Financial Planning, Protection Planning, Investment Mangement & Savings Planning

Focus on highly personalised financial planning ● They believe that this approach of trust and joint responsibility supported by regular reviews and contact, ensure their clients have the opportunity to achieve their goals and objectives through effective management of their finances ● Over 50 years of experience and high levels of professional qualifications

sarahosprey@outlook.com

facebook.com/ospreyfinanc...

Reviews

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

TBR® Inspection Report

VERUS WEALTH

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

Since 2005

Retirement Planning, Investment Planning, Estate Planning, Financial Planning, Inheritance Tax Planning, Pension Transfer Service, Defined Benefits Schemes, Education Expenses Planning & Wealth Management

Offer highly qualified in the often complex area of pensions, including occupational pensions and pension transfers ● They deliver financial planning and advice that helps clients to achieve and maintain their desired lifestyle through the proper management of their finances and investments

Registration SC281976

info@verusfp.co.uk

veruswealth.co.uk

Reviews

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

TBR® Inspection Report