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Neil Beattie

Independent Financial Adviser

I am a fully independent financial adviser, providing advice to both private individual and corporate clients with a speciality 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


Based in



Dundee, Angus, Fife

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