Business Details
50+ Years
experience
Trusted Accountants for Business and Personal Finance
Condies Wealth is a trusted Scottish accountancy and business advisory firm with offices in Dunfermline, Edinburgh, and Dundee. Established in the 1920s, we offer expert financial services to a wide range of clients, from individuals to large enterprises. Our innovative, client-focused approach ensures tailored solutions that drive success. With deep local market knowledge and a national presence, our team of skilled professionals provides comprehensive services including tax strategy, business advisory, and sector-specific support. We are committed to helping clients thrive in a competitive landscape by combining decades of experience with modern financial expertise.Our integration with Dains Group enhances our resources while maintaining the same exceptional service our clients expect. We prioritise transparency, reliability, and long-term partnerships, ensuring clients receive both technical excellence and personalised guidance. Our digital transformation capabilities and sector-specific expertise position us as a forward-thinking partner for businesses navigating complex financial challenges.
Services
Accountancy & Business Advisory
Tax Compliance
Digital Transformation
Wealth Management
Mortgage Advice
Payroll Services
VAT Returns
Corporate Finance
Audit Support
Inheritance Tax Planning
Details
- Year established: 1920
Highlights and features
- We offer decades of experience in accountancy and tax advisory for healthcare professionals.
- Our team provides tailored digital transformation solutions for cloud accounting.
- We deliver compliance expertise with sector-specific knowledge across healthcare and SMEs.
- Our fixed-fee model ensures transparent pricing with no hidden costs.
- We combine local market insights with national resources through the Dains Group.
Associations and certifications
- AISMA
- NASDAL
What people say
Expert financial advice
Personalised service
Reliable support
Tailored solutions
Professional team
Services
Accountancy & Business Advisory
Our accountancy services combine technical expertise with strategic insight to support business growth. We provide tailored financial reporting, compliance, and advisory solutions for SMEs and individuals. Our team ensures accurate statutory accounts, tax returns, and company secretarial services while offering proactive advice to optimise financial performance and regulatory adherence.
Digital Transformation
We help businesses transition to cloud-based accounting systems for improved efficiency and real-time financial insights. Our experts implement scalable solutions like Xero, integrate essential apps, and streamline processes. This service enables clients to manage cash flow, automate reporting, and access data securely from anywhere, supporting informed decision-making and business scalability.
Wealth Management
Our wealth management service offers comprehensive strategies for asset growth and protection. We provide tailored investment advice, pension planning, and inheritance tax mitigation. By understanding individual goals, we create diversified portfolios and retirement plans that align with risk tolerance and long-term objectives, ensuring financial security across generations.
Tax Compliance
We deliver expert tax compliance and strategic planning for businesses and individuals. Services include corporation tax returns, VAT advisory, and personal tax returns. Our team identifies reliefs and efficiencies to minimise liabilities while ensuring adherence to HMRC regulations. We also support complex tax scenarios like cross-border transactions and business restructuring.
Mortgage Advice
Our mortgage advisory service guides clients through property financing options. We assess financial circumstances to recommend suitable residential or buy-to-let mortgages. From first-time buyers to portfolio landlords, we provide competitive rate comparisons, application support, and ongoing advice to ensure sustainable homeownership solutions aligned with individual needs.
People
Randal
Financial Adviser
Randal specialises in mortgage solutions and wealth management, offering tailored advice to individuals and families. With extensive experience in property financing, he helps clients achieve homeownership and long-term financial goals through jargon-free guidance and personalised strategies.
Jamie
Financial Adviser
Jamie provides expert retirement planning and investment advice, focusing on drawdown strategies and pension optimisation. His client-centric approach ensures clear, actionable plans that align with individual risk profiles and retirement aspirations, supported by ongoing portfolio management and market insights.
Questions
What services does Condies Wealths Wealth offer?
We provide accountancy, tax compliance, wealth management, mortgage advice, and digital transformation services for businesses and individuals.
Are your financial advisors qualified?
Yes, our team includes certified professionals with expertise in accountancy, tax planning, and wealth management, supported by Dains Group resources.
How do you handle tax compliance for businesses?
We manage corporation tax returns, VAT advisory, and compliance reporting while identifying tax efficiencies to reduce liabilities and ensure HMRC adherence.
Can you help with cloud accounting implementation?
Yes, we transition businesses to cloud platforms like Xero, integrate apps, and provide training to streamline financial processes and improve data accessibility.
What areas do you serve?
We operate from Dunfermline, Edinburgh, and Dundee, supporting clients across Scotland and the UK with both local and national expertise.
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