# David Keddie Wealth Management Ltd

David Keddie Wealth Management is an independent wealth management firm based in Dundee, serving individuals and businesses across Scotland. Director David Keddie provides bespoke financial planning and investment advice tailored to clients' personal and business objectives.

The firm specialises in comprehensive wealth management, helping clients build, grow, protect and preserve their assets. Services span pensions, ISAs, investments, cash management and trusts. What distinguishes David Keddie is a relationship-focused approach—clients consistently praise his accessibility, market knowledge and crucially, his ongoing monitoring and support long after initial investments are made. Rather than disappearing post-transaction, David maintains regular contact and adjusts strategies as circumstances evolve.

Testimonials reveal a client base of retired professionals, business owners and management consultants who value his personable demeanour balanced with sound financial expertise. Clients highlight his ability to explain complex financial concepts clearly, devise creative solutions to business and personal challenges, and deliver tangible results. Many have maintained relationships spanning over a decade, indicating strong trust and satisfaction.

David works with St. James's Place, utilising their platform and services including Flagstone for streamlined cash management across multiple banks. This partnership enables him to offer sophisticated solutions whilst maintaining the boutique, personalised service that sets him apart from larger institutional providers. His practice thrives on long-term client relationships built on transparency, professionalism and demonstrable financial outcomes.