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Blackadders Wealth Management

Blackadders Wealth Management is an independent, owner managed financial planning and investment management 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’ve 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 manage your aspirations. 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. We have offices in Dundee, Edinburgh, Glasgow, and Aberdeen.

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Employees6(11 to 50)Annual revenue$1M to <$10MWebsiteblackadderswm.co.ukLinkedIn profileLinkedIn

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11 to 50 range

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Top roles at Blackadders Wealth Management

4 distinct titles indexed · top 4 shown.

  • 1director of investment management & financial planning
  • 1director of wealth management operations
  • 1independent financial advisor
  • 1paraplanner

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