Verus Chartered Financial Planners - Dundee

Gordon D.

My wife and I have been totally satisfied with Paul from Verus Wealth right from the get go. Retiring late 2014 from a large oil service company left us with 3 pension pots and a need for some advice on how best to access these pensions. Paul established our views on risk, took a view on our life style and then took us through the options on what best to do regarding pensions and planning for the most efficient inheritance choices. Paul took time to explain everything in a sensible and layman way, for us to make the correct choices for the short to medium term. 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 defiantly deserve 5 star rating.

Stephen H.

As I look towards retirement in a few years Paul was recommended by a close friend to help with some questions on my short term savings strategy whilst still in employment. I found Paul friendly, patient and extremely knowledgeable, his insight was helpful both in terms of immediate changes to consider and also helping me better understand the process once I'm looking to access my pensions. Based on my initial experience I'm confident that when I'm looking for the ongoing advice on managing my retirement income Paul will be the first person I look to contact.

Daniel M.

Paul did a thorough job of assessing my financial situation ,forecasting my future needs and looking through the potential pitfalls. Only after this process was completed did we take the big decisions around pensions and the best way forward. He has always given good advice even when it may not be in his best financial interest. He takes great time to understand the person and always replies promptly to any requests. You feel you are dealing with an individual with a decent set of values rather than a faceless organisation .

Douglas T.

I have been a client of Verus for many years & have always received excellent advice. Now that I’m retired Paul keeps me right on my pension & other financial affairs. These are reviewed annually & if necessary altered as required. I Would highly recommend Verus.

James W.

I was unsure what to expect regarding my pension drawdown but my adviser Linsey Congdon and the Team at Verus were exceptional throughout the process.
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.

archie H.

Third year with Verus Wealth now since my retirement and I am very happy with the advice and support of the whole team at Verus Wealth. I have no hesitation in recommending them if you are looking for an honest and value for money firm to help and advise you on your financial planning.

Ian S.

I have been with Verus wealth now for a few years. My adviser is Alistair Lauchlan who has been brilliant in all the advice and handling my pension. Would very highly recommend them.

Kevin A.

Having recently returned to Dundee and taken a new job I felt now (late 30's) was a good time to take more control over my young family’s future and secure our financial position with selective pensions and investments. I also wanted to clearly define a path towards retirement to give us the opportunity to make lifestyle choices on the way and fully understand the impact of them.

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, which was extremely enlightening. He also briefed us upon passive investment and using diversified index funds with low management charges to minimise costs and reduce risk, this really struck a chord with us.

The immediate benefits are that we feel much more knowledgeable and confident about investments and savings which will help us take more control of our finances. We've also moved our Stocks & Shares ISA from an active to passive fund and made some adjustment to a couple of pensions. It's early days to determine the results of these changes however we are much clearer on what our future may look like and would recommend others do similar.

I couldn't have asked for any more assistance than was given, professional, friendly, knowledgeable and reasonably priced, recommended highly!