Financial advice in Dundee

Tell us what advice you need. We review your enquiry before discussing a suitable Dundee or remote adviser.

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We aim to acknowledge your enquiry within one working day and update you on the next step within two working days.

RRS Discovery and the V&A Dundee waterfront — Dundee

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What would you like help with?

Retirement & pensions

Find retirement and pension planning specialists.

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Investments

Compare minimums, service and ongoing cost.

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Business owners

Find advisers with founder and owner-manager experience.

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Professionals & families

Compare advisers whose service fits professionals and families.

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An older couple enjoying time together in a garden — Plan the life as well as the money

Finding the right experience around Dundee

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.

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

What to compare before choosing

Dundee City in context

The local-authority figures cover the Dundee City council area, rather than Dundee alone. Each figure shows the period it covers.

Planning for retirement

Residents aged 65 or over: 18.8%

Dundee City · ONS 2025

If retirement is your reason for seeking advice, ask how the adviser plans withdrawals and reviews your income over time.

Questions for a retirement adviser

Planning around your work

Self-employed share of people in work: 10.6%

Dundee City · Census 2022

If you work for yourself, ask how pension contributions fit with variable income and business commitments.

Advice when you are self-employed

Property and your wider finances

Average house price: £150,945

Dundee City · ONS · June 2026

If your plans involve selling or inheriting a home, ask how the adviser considers property alongside savings and pensions.

Planning after a property sale

Area averages do not describe your own finances or determine whether you need advice. See the full figures and sources.

Know what you will pay, and what it covers.

Ask for initial advice and ongoing charges separately, including any minimum fee. Compare the cost in pounds and check which other charges apply.

What firms include in their published prices

Illustrative annual adviser fee£3,750a year

0.75% of £500,000

Example only. Initial advice, platform, fund and product charges are excluded. This is not a quote.Use the fee calculator

Your questions about advice in Dundee

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.

Helpful guides

Do you need a financial adviser for a pension?Retirement decision guide How pension adviser fees workCompare pension costs Financial advice after an inheritanceInherited wealth guide Turn adviser percentages into poundsUse the fee calculator

Tell us what you need help with.

Advisedly will review your enquiry and contact you about the next step. When you request an introduction, you agree that we may share your details with the financial advice firm we select for your enquiry.

Start an enquiry

We aim to confirm that we have received your enquiry within one working day and update you on the next step within two working days. Working days are Monday to Friday, excluding bank holidays.

How enquiries are reviewed

Explore nearby

Consider nearby places alongside the experience and meeting arrangements you need.

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Local information and sources

Full local figures and how to read them

The local-authority figures cover the Dundee City council area, rather than Dundee alone. Each figure shows the period it covers.

Population: 148,390
Residents aged 65 or over: 18.8%
Self-employed share of people in work: 10.6%
Average house price: £150,945
Disposable income per person: £20,563
Median weekly pay before tax: £589.90
Selected company registrations: 71
Wider-area company registrations: 92

Company figures are not adviser counts. They count active company registrations in selected business categories (SIC codes 64999, 66190, 70221) and do not show FCA authorisation or whether a business trades locally.

Sources: Companies House · ONS population estimates · ONS local statistics · Open Government Licence v3.0.

For Dundee City, the 2022 Census gives this industry breakdown: Wholesale and Retail trade; Repair of Motor Vehicles and Motorcycles accounts for 13.0% of employment, 1.8 percentage points above the Scotland benchmark. Public Administration and Defence; Compulsory Social Security accounts for 9.3% of employment, 0.2 percentage points above the Scotland benchmark. Human Health and Social Work Activities accounts for 18.0% of employment, 3.4 percentage points above the Scotland benchmark. Among the three sectors shown, Human Health and Social Work Activities is 8.7 percentage points higher than Public Administration and Defence; Compulsory Social Security. These figures show which industries local residents work in. They do not measure demand for financial advice or the number of advisers.

Gross median weekly pay was £589.9 in 2025. Gross disposable household income per head was £20,563 in 2024. The published average house price was £150,945 in June 2026. The self-employment rate among people in work is 10.6%, compared with 13.1% across Scotland. The figures come from different time periods and measure different things. They do not describe the finances of a typical household.

These population figures cover the Dundee City local authority area. The Office for National Statistics (ONS) estimates 148,390 residents, with 18.8% aged 65 or over. The geography is the named council area; it should not be read as a separate total for Dundee.

The selected Companies House business categories contain 71 active registrations mapped to Dundee; the Dundee travel-to-work area contains 92. These figures count registered companies in the area. They do not show how many financial advisers work here, whether a company trades locally or whether it is FCA authorised.

Location photograph

Dundee. Photograph by Richard Szwejkowski. CC BY-SA 2.0.