Financial Advice

The world of financial services can be confusing and overwhelming, as there are so many different (and changing) aspects to consider. We hope that our mini-site will help to explain things clearly for you, so that when you come to see us you will understand a bit more of the jargon we use and what it all means.

Stocks and shares, unit and investment trusts and capital gains tax are some of the topics covered here for those with an interest in the risks and rewards of investing

Health and family life

Insurance and assurance policies to protect you and your dependants against the disruption caused by your critical illness or sudden death

Pensions and retirement

Pension scheme types, annuities, tax-free allowances and calculators to estimate pension fund shortfalls and state pension eligibility

Passing on wealth

Why you should write a will and keep it up to date, an explanation of inheritance tax rules and a calculator to estimate your estate's liability

Blackadders Wealth Management LLP is authorised and regulated by the Financial Conduct Authority. Financial Services Register No: 738512 http://www.fca.org.uk/register.
Blackadders Wealth Management LLP. Registered Address: 30 & 34 Reform Street, Dundee, DD1 1RJ. Registered in Scotland, No. SO305466.
The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren't able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk.
In relation to online transactions, including by email, information is also available on the ODR website https://webgate.ec.europa.eu/odr
Neither Blackadders Wealth Management LLP nor its representatives can be held responsible for the accuracy of the contents/information contained within the linked site(s) accessible from this page.
The Financial Conduct Authority does not regulate National Savings or some forms of tax planning, taxation and trust advice, offshore investments or school fees planning. The value of all investments can fall as well as rise, past performance is not a guide to future returns. Blackadders Wealth Management LLP Pillar 3 Disclosure and Remuneration Disclosure Code