Business Details
28 Years
experience
Your Trusted Partner for Financial Adviser Solutions
Established in 1998, D F S Financial Consultancy has built a reputation for delivering tailored financial advice to individuals and businesses across Perth and beyond. Our team of experienced professionals, with over 80 years of combined expertise, specialises in wealth management, investment planning, and retirement solutions. As a Partner Practice of St. James's Place Wealth Management, we provide access to a comprehensive range of products and services designed to meet diverse financial goals. Our commitment to long-term client relationships ensures ongoing support through every stage of life. We prioritise continuous professional development, evidenced by our advisers' qualifications including the Chartered Insurance Institute Level 4 Diploma in Financial Planning.By combining local knowledge with national resources, we help clients navigate complex financial decisions with confidence. Our approach focuses on understanding individual circumstances to create bespoke strategies for building, growing, protecting, and preserving wealth. We maintain transparency in all our dealings, ensuring clients receive clear, jargon-free advice. Our affiliation with St. James's Place, a leading UK wealth management organisation, enhances our ability to deliver innovative solutions. We regularly review client portfolios to adapt to changing market conditions and personal circumstances, ensuring sustained financial progress.
Services
Investment Management
Retirement Planning
Protection Planning
Corporate Services
Mortgages
Intergenerational Wealth Management
Details
- Year established: 1998
Highlights and features
- We have over 80 years of combined experience in financial services
- Our partnership with St. James's Place provides exclusive access to premium wealth management solutions
- We offer personalised financial planning tailored to individual life cycles
- Our advisers hold advanced qualifications including CII Level 4 Diplomas
- We maintain long-term client relationships with regular portfolio reviews
Associations and certifications
- St. James's Place Wealth Management
- Financial Conduct Authority (FCA)
- Chartered Insurance Institute (CII)
Services
Investment Management
Our investment management service creates tailored portfolios aligned with your risk profile and financial objectives. We utilise St. James's Place's extensive fund range and conduct regular reviews to ensure optimal performance. Our approach combines market expertise with personal financial planning to maximise long-term growth potential while maintaining appropriate risk levels.
Retirement Planning
We develop comprehensive retirement strategies considering current savings, desired lifestyle, and tax efficiency. Our specialists help navigate pension options and ensure adequate provisions for your post-work years. Regular reviews guarantee your plan adapts to changing circumstances and legislative updates throughout your working life.
Protection Planning
Our protection services safeguard your financial security against unforeseen events. We assess life, health, and income protection needs to create bespoke insurance solutions. This ensures your family and assets remain protected while maintaining your financial plan's integrity during unexpected challenges.
Corporate Services
We provide tailored financial solutions for business owners including succession planning, tax-efficient savings, and employee benefits. Our expertise helps manage company assets while aligning with personal financial goals. We offer strategic advice on business protection and wealth transfer strategies.
Mortgages
Our mortgage advisory service helps secure competitive property financing solutions. We assess your financial situation to recommend suitable mortgage products, considering both residential and buy-to-let requirements. We guide clients through the application process while ensuring alignment with overall financial objectives.
People
Andy McRobbie
Adviser
With over 25 years' experience since founding the company in 1998, Andy specialises in comprehensive financial planning. He holds the CII Level 4 Diploma and focuses on building long-term client relationships to deliver tailored wealth management solutions.
Questions
What financial services do you specialise in?
We specialise in investment management, retirement planning, protection strategies, corporate financial solutions, mortgages, and intergenerational wealth planning through St. James's Place Wealth Management's comprehensive product range.
How do you work with clients?
We build long-term relationships through regular reviews and ongoing advice, creating bespoke financial plans that evolve with your changing circumstances and market conditions.
What qualifications do your advisers hold?
Our advisers maintain advanced qualifications including the Chartered Insurance Institute Level 4 Diploma in Financial Planning, ensuring professional expertise in wealth management strategies.
Which areas do you serve?
While based in Perth, we serve clients throughout Perthshire and beyond, offering both in-person consultations and remote advisory services.
