Navigate life’s financial journey with confidence
We are an award-winning, Dundee-based financial planner specialising in personal financial advice. We offer a broad range of services and are qualified to deal with all aspects of financial planning and advice.
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Paul regularly keeps us abreast as to how our pension pot is growing and how we should consider accessing said pension. We now regard Paul as a friend who truly has our best interests in his heart. Verus Wealth definitely deserve their 5 star rating.
Gordon DuncanGoogle Reviews: -
Having recently had our annual review with Linsey we have been delighted with the advice and guidance that we have been given. Everything covered in great detail and explained clearly. All staff friendly and approachable. We would highly recommend Verus.
Ann RossboroughGoogle: -
Nothing could have been done better. Paul offers a first class service with excellent support from his team, all at a very competitive cost which is more than offset by the performance of our portfolios.
Verified client in AngusVouchedFor: -
Paul helped us carry out a lot of fact finding upon our current financial position, including income and expenditure gathering, and used this data to complete cash flow models of various future scenarios,
I couldn’t have asked for any more assistance than was given, professional, friendly, knowledgeable and reasonably priced, recommended highly!
Verified client in AngusVouchedFor: -
Great communication & understanding on what is important to you as an individual. Extremely knowledgeable & informative with continuous updates, a very professional friendly service I would highly recommend.
James WalkerGoogle: -
I am very happy with Alistair & the Verus team, they have guided myself & family for the last couple of years & look forward to continue doing business with them as i move towards retirement.
Bob WhiteGoogle:
Share your goals with us
We provide financial planning and advice to help you achieve and maintain your desired lifestyle.
Our goal is to make wealth management engaging and enlightening, empowering you to face your financial future with confidence and security.
Meet the Team
Let’s talk!
Get in touch to today to arrange an appointment and start taking control of your financial future.
Your trusted partner in Dundee
Founded in 2005 – with a wide range of awards and satisfied clients – we were the first in the region to achieve Chartered Firm Status by the CII, representing the highest standard in the UK.