Everyone takes a different approach to organising their pension—there’s no hard and fast rule, which often makes it difficult to know whether or not you’re putting enough into it for the long run.
That’s why we’re here to help connect you with the right financial advisor in Dundee for your needs so you can remove the stress and look forward to the retirement you’ve always wanted.
We know from our research that, on average, people in Scotland:
We partner with qualified financial advisors who help many people in Dundee and across the country get the pension they want, whatever their circumstances, but we know it takes a lot to ask for the advice in the first place.
You can rest assured that our friendly and professional service will make you glad you did because we believe everyone has the right to a comfortable retirement.
Did you know that you might be able to gain funds for your retirement by releasing equity from your property? You might not have to solely rely on what’s in your pension pot to enjoy yourself.
Like many people across Scotland, you could be sitting on a surprising amount of extra, tax-free cash to put towards your retired years, especially when you consider that the average house price in the country has now reached £173,961.
If you’re considering remortgaging or downsizing to potentially release extra funds, you’ll benefit from having a financial advisor there to guide you. We can put you in touch with an advisor so you’re not left trying to find your own way in the dark and hoping for the best.
Only a short drive or train ride east from Dundee gets you to the sought-after locale of Broughty Ferry. With its tapas bars, pubs and parks, it’s no wonder plenty of people wax lyrical about it as a beautiful place to spend your time. Oh, and did we mention there’s a beach and a nature reserve, too?
North of the city sits Downfield, which is a great spot to live in if you want to get out of the city without doing away with Magdalen Green and other city perks. You’ll be spoilt for choice when it comes to places to eat out or, of course, farm shops and supermarkets if you’re more of a keen home cook. Perhaps the biggest draw of the area is Downfield Golf Club, where you’ll find plenty of members traversing the links on a daily basis.
If you like the sound of removing stress from planning your retirement, you’ve come to the right place. Why? Because speaking to a financial advisor in Dundee will not only give you local, easy-to-access advice from someone you can trust, but it could also make the dream of a care-free retirement that much more attainable.
You’d be hard-pressed to find a person who hasn’t benefited from speaking to a qualified advisor about their pension funds before it’s too late, even if it is only for the first, free-of-charge, 60-minute consultation.
With only a couple of details about you and what services you require, we can quickly put you in touch with the right advisor to suit your needs. You’re not obligated to continue with the services after the free call either, so there really is nothing to lose.
A financial advisor can offer valuable insight and expertise on a wide range of common financial concerns.
Key situations in which a financial advisor is likely to be valuable include:
Exploring your options during key life events such as retirement
Comparing quotes for pensions or insurance products
Investing large sums of money
Inheritance tax planning and intelligent saving
The cost of using a financial advisor can vary depending on your needs. You may be able to resolve your issues in a single consultation, or you may benefit from a more long-term collaboration.
At Local Financial Advice we're dedicated to providing a transparent and cost-effective experience for all customers:
Free, no-obligation initial consultation - Discuss your issues in detail and make a decision about whether you’d like to proceed before making any commitment.
Total transparency - Any costs associated with purchasing any product or service from your financial advisor will be broken down in detail.
Many of the advisors we work with are flexible with how they can meet with you.
Your advisor will often try to first get in touch with you by phone to talk about the kind of advice you need.
If you decide to continue with their advice, advisors can meet you face-to-face. You can discuss any safety precautions the advisor should take if you arrange for them to visit your home.
Throughout your time speaking with your advisor, you may receive emails from them. These will often simply be to confirm your information or the details of future meetings you book with them.
The type of advice you need depends on your circumstances.
We encourage everyone we connect with an advisor to discuss their financial needs in detail so they can receive the right amount of advice.
You may only need one-off advice if you need help choosing a long-term product to support your retirement, such as an annuity.
If you need flexibility with your money, you may prefer ongoing advice from your advisor with you speaking every six months or year to see how your money is performing.
Whatever help you need, your advisor will clearly lay out the costs involved. These can be one-off costs or recurring, such as a fund management fee.