Your next step
Let's talk about your plans.
A first home, a mortgage review or a question about protecting your future. Start a conversation with Dunedin Financial.
Book a meeting
A simple appointment request.
Use our existing Google Forms appointment request to tell us what you need and when you would prefer to speak.
- Share your contact details and the service you would like to discuss.
- Choose a preferred date and time slot.
- We review your request and get back to you with confirmation.
Your selected time is a request, not an instantly confirmed booking.
Open appointment requestYou will continue to Google Forms. You can include a general question in the notes section. Read our Privacy Policy and the privacy information on the form before submitting.
Other ways to get in touch
Prefer a conversation?
- Telephone07723 378446
- Emailinfo@dunedinfinancial.co.uk
- MessagingMessage us on WhatsApp
Opens WhatsApp. Messages are not an instant live-chat appointment.
- Text messageText 07723 378446
- Registered office14a Nelson Street
Edinburgh, Scotland
EH3 6LG
Serving UK residents in Edinburgh, Central Scotland and throughout the UK.
Before you get in touch
Keep your first message simple.
Tell us what you would like help with and how you prefer to be contacted. Please do not include bank statements, identity documents, account details or medical information in an initial enquiry or WhatsApp message.
Your adviser will explain what information is needed for the next stage and how to provide it.
Marketing and your details. We will not use your details for marketing. We use the information you send through the appointment request, telephone, email, text or WhatsApp to respond to your enquiry and arrange any next steps. Our Privacy Notice explains how personal data is handled.
A way of communicating that works for you
If you have a communication preference or need information in a different format, let us know. You do not have to use the online appointment form: you can call, email or text instead.
Already have a concern?
For concerns about advice or service, our separate Complaints page explains the process and provides the principal's contact details.
Meeting questions
What happens next?
Is the appointment confirmed when I submit the form?
No. The existing appointment form requests your preferred date and time. We review the details and contact you with confirmation.
What if I do not know which service I need?
Explain what you are hoping to achieve. You can select the relevant service or use the form's other option and add a general note.
Can I ask a question without completing a form?
Yes. Call 07723 378446, email Dunedin Financial, send a text or use the WhatsApp link above.