About Us

Blackadders Wealth Management is an independent, owner managed firm. Based in Dundee and in the heart of Edinburgh’s financial centre, we offer a wide range of investment management and financial planning services for private clients, trusts, pension schemes, corporate funds and charities. We have been doing this successfully since 1991 and in November 2016, we became an independent name.

Our aim is simple – we offer a client driven outcome. Our financial planners offer a road map to get you from A to B, from where you are now to where you want to be in the future. Our Investment Management team offer well diversified global portfolios, offering scope for sustainability of long-term returns; both in a friendly, professional way. We have a disciplined, long-term investment process, which has been tried, tested and refined over the last 30+ years. Patience & rational thinking remain key aspects of our approach to ensure we remain focused on meeting client needs. Our reputation is all important.

1. Discretionary Investment Management

• Managed in-house by our investment management team.
• Our Investment proposition, is underpinned by a simple philosophy. To invest with a steady long-term mindset, avoid making big predictions and to focus carefully on managing risk along the way.
• The core tenants of good investing hold true through all market conditions and asset allocation remains the key driver of long-term performance.

2. Financial Planning

Whilst no two plans will be the same, most will comprise some or all of the following:

• Retirement Planning.
• Investment Planning.
• Protection.
• Cashflow Modelling.
• Ultimately, aiming to create wealth, save you time and giving you peace of mind.