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Investing for beginners


This is a serious video about investing in the stock market. Crucially you will end up with realistic expectations.

My father was a stockbroker. The only thing that every annoyed him were banks. Currently their 'interest rates don't even cover inflation! Personally I have got very keen on 'tracker funds' which simply track the stock market and are very cheap and usually perform as well or better than investment managers or stockbrokers - who are seldom cheap! You will often end up with a London or large city based firm rather than one around Perth let alone Clark Kimberley Hotel ! However this does not matter. I have seldom met my stockbrokers. This said have a look below for financial advisers and stockbrokers that we have found with Perth and Kinross.

Good luck! 

Independent Financial Advisors IFAs

Financial Planning Union

1 Rose Cres, Perth PH1 1NS, UK – 01738 580690

We went to James when we bought our first house and he was the first we went to when we wanted to move. We are a very complicated case with my husband being disabled but he put an incredible amount of work into our case and managed to get the LIFT Scheme (which is for first time buyer only) to help us move to a more suitable property. We now own a house which we thought was far out of our reach, but thanks to James and Joyce they made our dream house a reality. We were constantly kept in the loop about how we were progressing. We have recommended James to family and friends and without a dou t we would not go to anyone else. Thank you so MUCH James and Joyce!

AJD Financial Services Ltd

2 Charlotte St, Perth PH1 5LL, UK – 01738 628435

Carbon Financial Partners Ltd

3 Atholl Pl, Perth PH1 5ND, UK – 01738 443111

Investment Companies - Business Angels

NFU Mutual Perth

12, Inveralmond Way, Perth PH1 3UQ, UK – 01738 658185

I have used NFU for several years and on the strength of very good value for money plus an excellent team, I moved other business to NFU. All of the team are professional, helpful and very importantly a real pleasure to deal with. I find it very refreshing to be able to deal locally and know that there is a local touch within a national organisation.

SSE plc

Inveralmond House, 200 Dunkeld Road, Perth, PH1 3AQ Dunkeld Rd, Perth PH1 3AQ, UK – 0345 071 9710

Good customer service although a bit slow

Great company.

Lettings Direct Perth

8 Atholl St, Perth PH1 5NG, UK – 01738 630004