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... read full comment
September 2020
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.
September 2020
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... read full comment
