Dfs Financial Consultancy Ltd

The original company was founded in 1998 in Scone, Perth. Andy McRobbie and Kenny Grant have worked here since inception providing financial advice to the local community and beyond. In 2020, we expanded to Broughty Ferry, Dundee, where our second office is. In 2022, Craig Anderson joined our team as another adviser and spends much of his time in our Broughty Ferry office. Andy and Kenny have over 70 years’ experience of working in the Financial Services Industry between them and have built up a wealth of knowledge and experience in that time. In 2013 we made the decision to join the St. James’s Place Partnership. This is the sole advisory channel of St. James's Place Wealth Management, one of the UK's leading wealth management organisations. We made this decision so that we can continue to offer our clients the best possible service in an ever changing market place offering an excellent range of products and services available exclusively through St. James's Place. We believe that St. James's Place provides the best solution for our business, and you as our client, over the long term. Andy, Craig and Kenny are members of the Personal Finance Society by Diploma and hold the Chartered Insurance Institute Level 4 Diploma in Financial Planning. We believe that proper professional financial advice provided on a regular basis throughout the various life cycles can help deliver financial contentment for all our clients. Your home may be repossessed if you do not keep up repayments on your mortgage. The value of an investment with St James's Place may Fall as well as rise. You may get back less than you invested. DFS Financial Consultancy Ltd. is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.