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Wealth Management

in Dundee & Tayside

What wealth management actually means

Most people think “wealth management” is just investing. It’s broader than that. Done properly, it’s about joining the dots between:

• what you earn
• what you spend
• what you own
• what you owe
• what you want next (and when)

It can include long-term planning, investing (where appropriate), pensions, protection, estate planning considerations, and regular reviews all tailored to your circumstances.

Who it’s for

Wealth management isn’t about being “loaded”. It’s about making smart decisions with what you’ve got and keeping your future protected.

MML can introduce you to FCA-regulated advice through Ali Tod at Scott Fyffe Wealth Management Ltd, helping you build a plan that fits your life, not a generic template.

Why local matters

A lot of “big” national firms feel slick until you need them.
MML’s approach is personal, local, and direct: we’re here in Dundee, and we work with people across Tayside every day. If you want proper support with a human on the end of the phone, that matters.

A regulated adviser may look at:
• Financial goals and timelines
• Budgeting and cashflow planning
• Savings strategy and emergency funds
• Pensions and retirement planning
• Investment planning (where suitable)
• Insurance and protection needs (life cover, income protection etc.)
• Existing assets and liabilities
• Inheritance and estate planning coordination (with your solicitor)
• Ongoing reviews as your life changes

Step 1: Quick chat
Tell us what you’re trying to achieve retirement, protecting family, investing, getting organised.

Step 2: Introduction to regulated advice
If appropriate, we’ll introduce you to Scott Fyffe Wealth Management for FCA-regulated advice.

Step 3: Build a plan you can actually follow
A clear plan, agreed actions, and reviews without jargon and without pressure.

Yes and it often should. Financial planning and legal planning work best together. MML Law can handle the legal side (wills, POAs, executries) while regulated advice covers the financial side.

Joined-up support with MML Law

Your finances don’t sit in a silo. They connect to legal decisions all the time and that’s where MML is different.

MML Law can support legal work that often links to financial planning, such as:
• Wills and estate planning
• Powers of Attorney
• Executries and estate administration
• Separation/divorce settlements
• Property transactions and transfer of title
• Trusts and family arrangements (where appropriate)

A regulated adviser can handle the financial advice side, while your solicitor handles the legal side properly, and in sync.

No. MML Law / MML Wealth is not authorised or regulated by the FCA and does not provide regulated financial advice. We introduce clients to Ali Tod at Scott Fyffe Wealth Management Ltd, who provide FCA-regulated advice.

No. Many people simply want clarity, a plan, and fewer financial blind spots. It’s about making better decisions with whatever level you’re at.

A regulated adviser should assess your needs and suitability before making any recommendation. You remain in control and can take time to consider any advice.

MML Law is not authorised or regulated by the Financial Conduct Authority (FCA) and does not provide regulated financial advice. MML Wealth introduces clients to Ali Tod at Scott Fyffe Wealth Management Ltd, who are authorised and regulated by the FCA. Any regulated advice, recommendations or products are provided solely by the FCA-regulated adviser.