Financial advice in Perth

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

Start an enquiry Understand adviser fees

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

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What would you like help with?

Retirement & pensions

Compare pension and retirement-income experience and whether local meetings, remote reviews or a combination are available.

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Inheritance & family wealth

Look for experience with inherited pensions, investments or cash and a clear process for involving other professional advisers.

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Business owners

Owners and directors can compare experience with business protection, remuneration and planning around succession or sale.

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Investments

Ask how risk, minimums and the total adviser, platform and investment charges will be shown and reviewed.

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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 Perth

Perth is in Perth and Kinross, Scotland. Start locally and widen through nearby Perthshire, Fife and Dundee places when appropriate.

Perth, Newburgh, Auchterarder, Kinross, Blairgowrie and Crieff can be searched together, with Dundee adding further specialist choice.

What to compare before choosing

Perth and Kinross in context

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

Planning for retirement

Residents aged 65 or over: 25.6%

Perth and Kinross · 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: 16.9%

Perth and Kinross · 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: £228,159

Perth and Kinross · 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 Perth

How can I compare financial advisers in Perth?

Compare the advice problem, relevant client experience, FCA status, service delivery, minimums and total charges.

Should I include Dundee or Fife in my search?

Include them if travel or remote meetings are practical and the broader search improves specialist fit.

What should an ongoing adviser service explain?

It should explain review frequency, tasks covered, who you will deal with, the ongoing charge and cancellation terms.

What documents should I prepare for a first meeting?

Gather pension and investment statements, household objectives, existing protection details and questions about risk and fees.

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.

DundeeExplore Dundee EdinburghExplore Edinburgh ScotlandExplore the region

Local information and sources

Full local figures and how to read them

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

Population: 154,930
Residents aged 65 or over: 25.6%
Self-employed share of people in work: 16.9%
Average house price: £228,159
Disposable income per person: £27,182
Median weekly pay before tax: £618.50
Selected company registrations: 28
Wider-area company registrations: 54

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.

Gross median weekly pay was £618.5 in 2025. Gross disposable household income per head was £27,182 in 2024. The published average house price was £228,159 in June 2026. 16.9% of people in work are self-employed, while the Scotland comparison rate is 13.1%. The figures come from different time periods and measure different things. They do not describe the finances of a typical household.

The population figures shown on this page cover the Perth and Kinross local authority area. The Office for National Statistics (ONS) estimates 154,930 residents, of whom 25.6% are aged 65 or over. These totals describe that council area and should not be interpreted as a separate Perth total.

The published 2022 employment comparison for Perth and Kinross starts with these sectors: Accommodation and Food Service Activities accounts for 8.4% of employment, 1.5 percentage points above the Scotland benchmark. Wholesale and Retail trade; Repair of Motor Vehicles and Motorcycles accounts for 11.8% of employment, 0.6 percentage points above the Scotland benchmark. Human Health and Social Work Activities accounts for 14.2% of employment, 0.4 percentage points below the Scotland benchmark. Among the three sectors shown, Human Health and Social Work Activities is 5.8 percentage points higher than Accommodation and Food Service Activities. These figures show which industries local residents work in. They do not measure demand for financial advice or the number of advisers.

The local Companies House count for Perth is 28 active registrations in the selected business categories; the Perth travel-to-work area contains 54. 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.

Place names, nearby locations and geography

We use official place data to tell apart places with the same name and identify nearby towns. It does not imply that Advisedly or an adviser has an office here.

Official place: Perth
Classification: City · Scotland
Council area and region: Perth and Kinross · Scotland
Nearby places: Newburgh · Auchtermuchty · Auchterarder · Coupar Angus

Source: OS Open Names · July 2026 · checked 2026-08-29Contains OS data © Crown Copyright and database rights 2026.Contains Royal Mail data © Royal Mail copyright and database right 2026.Contains National Statistics data © Crown copyright and database right 2026.

Local search guidance reviewed 29 August 2026.

Location photograph

Perth. Photograph by File:Perth CBD skyline from State War Memorial Lookout, 2023, 04.jpg : Kgbo derivative work: Georgfotoart. CC BY-SA 4.0.