Dundee · Financial advisers

Find a financial adviser in Dundee who fits your situation.

Compare Dundee financial advisers by retirement experience, client fit, service model, minimums and fees.

Local discoverySpecialist fitFee transparency
Dundee waterfront and harbour
DundeeScotland
Start with the need

What kind of advice are you looking for?

Dundee serves a broad Tayside advice market, including nearby Angus and Perthshire. Local convenience can be combined with specialist search rather than treating the city boundary as a hard limit.

Choosing locally

Distance matters. Fit matters more.

Dundee, Angus and nearby Perthshire can form one practical advice market. Remote advice can widen choice when specialist experience matters more than distance.

Specialism

Does the adviser regularly work on the problem you actually have?

Client fit

Do their typical clients and minimum asset levels fit your circumstances?

Fees

Can you understand the initial and ongoing cost in pounds as well as percentages?

Service style

Face-to-face, remote, one-off or ongoing: does the relationship fit what you want?

Regulatory information

Check the adviser and firm before appointing anyone.

Dundee and nearby

Explore the local area

Use nearby places to widen your search while keeping face-to-face options practical.

DundeeWest EndBroughty FerryBarnhillMonifiethAngusPerthPerthshireTaysideCarnoustieForfarArbroath
Fees, clearly

Compare the cash cost, not just the headline percentage.

Named-adviser pricing is only shown when it is adviser verified or publicly published. If reliable pricing is unavailable, Advisedly says so.

Neutral illustration0.75% on £500,000 = £3,750 a yearIllustration only - not a quote from a specific adviser.Use the fee calculator
Dundee adviser questions

Common questions before choosing

How do I choose a financial adviser in Dundee?

Check regulation first, then compare the advice specialism, typical clients, minimum assets, service style and fees.

Should I include Angus and Perth in my search?

Yes where practical. A wider Tayside search can improve specialist choice.

How much does financial advice cost in Dundee?

There is no single Dundee price. Ask for the year-one and normal ongoing cost in pounds.

Can I use an Edinburgh or Glasgow adviser remotely?

Yes. Local advice can be convenient, but remote specialists can be suitable where the service and expertise fit better.

Before you choose

Useful financial advice guides

Understand the questions that matter before speaking to an adviser in Dundee.

Explore nearby

Local hubs, one national platform.