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DD - Dundee

The Independent
    Partnership UK

The Independent Partnership UK

Address: 31 South Tay Street, Dundee, DD1 1NP
Telephone: 01382 205500
Fax: 01382 205 501
E-mail: indpartnership@btconnect.com
Visit our Web Site: www.independentpartnership.co.uk

Contact: Alistair Bell or Rita Davidson

The team at the Independent Partnership UK have over 30 years combined experience in providing sound financial advice. We appreciate the importance of providing impartial independent advice for our clients ensuring that we tailor individual plans to meet individual needs.

We have, over the years, built excellent relationships with our clients, as we ensure that we keep a close eye on their financial affairs during the months and years following our initial meeting.

Although based in the East of Scotland, we assist people from all over the UK.

We enjoy a relationship with our clients built on trust and reliability.

The Independent Partnership UK provides independent advice across all aspects of personal financial planning and specialise in advice in the following areas: -
  • Life Assurance, Critical Illness Cover and Income Replacement Schemes.
  • Investment planning, with particular regard to ISA’s, Unit Trusts, Investment Trusts and PEP transfers.
  • Investment solutions to produce capital growth, income, or both.
  • All aspects of retirement planning, including the new “Stakeholder” requirements.
  • Offshore investment.
  • Tax mitigation schemes to either lessen or eradicate all forms of taxation including Capital Gains, Income and Inheritance Taxes.
  • Mortgage advice.
  • School and University fees planning.
  • Inheritance Tax planning.
  • Monthly and Lump Sum savings.

The Independent Partnership UK is an Appointed Representative of Destini Network Services Ltd which is authorised by the Financial Services Authority.


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