Investing

Helping you to plan for your future with a tailored investment plan

Financial Planning

Helping you plan your finances to achieve the lifestyle you deserve

Expertise in

Estate Planning

Financial Protection

Investment Management

Retirement Planning

Wealth Management

Location

Based in

Dundee

Covers

Dundee, Angus, Fife

Neil Beattie

Chartered Financial Planner

I am a fully independent Chartered Financial Planner, providing advice to both private individual and corporate clients with a specialty in pensions, investments, protection and intergenerational wealth planning.

As an independent financial adviser, my aim is to build long lasting relationships with my clients providing quality value and advice for the future. My enthusiasm for my profession shines through in my intense client focus and desire to help all my clients navigate the complex world of financial planning. 

Expertise in

Estate Planning

Financial Protection

Investment Management

Retirement Planning

Wealth Management

Location

Based in

Dundee

Covers

Dundee, Angus, Fife

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