Verus Financial Planning Limited
Chapelshade House
78-84 Bell Street
Dundee
Angus
DD1 1HN
SPECIALISTS IN PERSONAL FINANCIAL PLANNING AND ADVICE
Founded in August 2005, Verus Wealth is an award winning independent financial planning firm and the first firm in Dundee, Tayside and Fife to be awarded the CII’s Chartered Firm Status – the highest standard in the UK.
ENGAGING, ENJOYABLE & ENLIGHTENING
We believe that personal wealth management and financial planning should be engaging, enjoyable and enlightening. Our mission is to help you to face your financial future with increased confidence and security.
VERUS WEALTH CHARTERED FINANCIAL PLANNERS IS A TRADING STYLE OF VERUS FINANCIAL PLANNING LIMITED, WHICH IS AUTHORISED AND REGULATED BY THE FINANCIAL CONDUCT AUTHORITY. FCA No. 525771
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An Appointed Representative (AR) is a firm or person who runs regulated activities and acts as an agent for a firm we directly authorise. This firm is known as the ARs 'principal'.
There must be a written contract between the principal and the AR documenting the arrangement
The principal takes full responsibility for ensuring that the AR complies with FCA rules.
Principal firms make sufficient checks on the firm or individual to ensure they are financially stable and competent.