About Dunedin
From its establishment in 1994 Dunedin has prospered and grown into a leading advisory firm of enviable repute. With the fair treatment of clients underpinning our business, we do not discriminate and thus offer quality personal service across the board and in doing so help clients reach an informed decision on matters of a core or specialist nature from the whole of the market place.
To illustrate Dunedin's progress from its origins we are now ranked as one of the largest Financial Advisors in the UK ranked as 89th largest in the UK* and are the largest privately owned IFA business in Scotland according to Plimsoll*.
Two of the key areas in which we operate are wealth management and employee benefits. Our wealth management division controls in excess of £400 million of clients' funds and our specialist employee benefits division operate unique flexible benefit packages for companies.
Independence
'Independence' - what does it mean to you? Well, probably quite a lot of different things. In the financial services marketplace, it has always been very specific, signifying a lack of ties to any particular investment house or financial institution. It's precisely the reason why IFA's are able to offer you the very best products and services available.
For Dunedin though, that's just the start of it. Because to us, 'independent' also means individual and free-thinking. It describes the way in which we constantly challenge our industry (and delight our clients) by brokering new investment opportunities; our habit of setting unprecedented levels of service; and the uncanny knack of cutting through the complexities of finance.
* Source - Plimsoll Report 2008