Verus Financial Planning

26/08/2026

We are delighted to learn this week that we are finalists in the Courier Business Awards 2026

As a small firm, we’re incredibly proud to be recognised alongside so many successful and respected businesses across the region

Congratulations to all the finalists. We’re looking forward to celebrating with you at the awards ceremony

07/08/2026

What a great end to a busy week. Our Paraplanner Sharon passed her RO6 exam this morning meaning she has passed her Diploma in Regulated Financial Planning. Whilst Sharon has only been with Verus since the start of the year she a very important and valued member of the team. We are very proud 🎉🍾

31/03/2026

⭐️ We are looking for a Trainee Financial Planner
📍Dundee, office based

We’re growing our team and looking for someone who’d love to build a long-term career as a Financial Planner.

What you’ll get from us;
Fully funded study towards CII qualifications, including:
Level 4 Diploma in Regulated Financial Planning
Progression all the way through to Chartered level
Mentoring from the Financial Planners in the team
A supportive team who genuinely want you to succeed.

What we’re hoping you’ll bring;
Great communication skills
A real eagerness to learn
Genuine interest in becoming a Financial Planner
Someone who enjoys helping people and pays attention to the details

If this sounds like you send your cv and a cover email to [email protected]

29/01/2026

Today we said “Happy Retirement” to our Paraplanner Pauline. Thank you for all your hard work over the last 17 years, you have been a huge part of Verus and we have all loved working with you 🍾🎉 Enjoy your next chapter

14/01/2026

We are pleased to share some exciting news as we begin 2026…
Alistair, Hannah and Linsey have recently been appointed as Directors and will play a key role in shaping the company’s future direction.

Although Paul has stepped back from his role as Director, he remains actively involved with Verus and continues to support the firm’s development and growth.

In keeping with Paul’s long-standing vision, our new Directors remain fully committed to our clients and delivering the highest standard of service.

02/10/2025

Big thanks to Scottish Widows for the recognition!
We’re feeling pretty proud to be one of just three Scottish firms to receive their 2025 Recognition Award. A lovely surprise and a great way to kick off the final stretch of the year!

18/08/2025

We did it! 20 miles walking the Kiltwalk Dundee. Raising money for Cancer Research

31/07/2025

https://www.thecourier.co.uk/fp/business-environment/business/5287753/financial-planning/

The Dundee-based firm reflects on two decades of trusted financial planning and shares how a new chapter of employee ownership and leadership is shaping its future.

28/07/2025

Hannah, Linsey and Alistair are taking on the Kiltwalk 2025. We are raising funds for Cancer Research. Any support would be greatly appreciated ☺️

Help Hannah Gauld raise money to support Cancer Research UK

12/06/2025

Grateful for the insights gained at yesterday’s conference hosted by the Consumer Duty Alliance and the FCA. A valuable day of learning, discussion, and collaboration around the evolving landscape of consumer duty