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3 Best Financial Services in Dumfries & Galloway, UK

Expert recommended Top 3 Financial Services in Dumfries & Galloway, UK. All of our financial services actually face a rigorous 50-Point Inspection, which includes local reviews, history, business standards, ratings, satisfaction, trust, price and their trading excellence. Only the bee's knees!

STUART HUXTABLE FINANCIAL PLANNING

Corberry Terrace, Troqueer Road, Dumfries & Galloway DG2 7SR Directions

Since 2001

Here’s The Deal:
'Stuart Huxtable Financial Planning' is a financial planning company in Dumfries, Scotland. The company has been in the finance field for over 20 years. Stuart Huxtable is a financial adviser of the 'Stuart Huxtable Financial Planning'. He is a partner of True Potential Wealth Management. He has a close working relationship with all of his clients. He is passionate about building long-lasting relationships with clients and leading them on the path to a successful financial future. He offers bespoke, unique financial plans. He makes a difference in the client’s lives, which is why almost all of his new clients come from existing clients' recommendation. 'Stuart Huxtable Financial Planning serves in North West England and South Scotland.

SPECIALITY:
Life, Investment and Retirement Planning, Protection, Professional Advice, Mortgages & Borrowing

Registration 529810 | OC356611

[email protected]

stuarthuxtable.tpllp.com

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Mon-Fri: 9am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

BORDER FINANCE LTD

High Lodge, Craigs Road, Dumfries & Galloway DG1 4EX Directions

Since 2004

Here’s The Deal:
Border Finance Ltd is a financial consultancy firm in Dumfries, Scotland that provides bespoke financial advice on investments, pensions and protection to individual and business clients. The firm was founded in 2004 by Andrew Finnie. Andrew Finnie is a financial adviser of Border Finance Ltd. He continually keeps himself fully informed of tax and legislative changes, which could impact his clients' financial well-being. He has a dedicated team giving a range of knowledge across the entire financial services arena. Border Finance Ltd promises you that their staff and product providers will give you a superior wealth and financial planning service that fully suits your individual needs and goals. They serve throughout Dumfries & Galloway.

SPECIALITY:
Investment Advice, Retirement Planning, Pension Transfer Advice, Mortgages, Equity Release, Life Assurance & Protection

Registration 511417

[email protected]

borderfinance.co.uk

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Mon-Fri: 9am - 4pm
Sat & Sun: Closed

TBR® Inspection Report:

TOM DONALD FINANCIAL SERVICES

68 St Michael Street, Dumfries & Galloway DG1 2QF Directions

Here’s The Deal:
'Tom Donald Financial Services' is a financial planning firm in Dumfries, Scotland. The firm provides advice on pensions, mortgages, inheritance tax planning. They provide tailored advice and plan to suit your needs, and they will only recommend what they think is best for you. They aim to build long term personal relationships with their clients by giving friendly, ongoing and quality service. 'Tom Donald Financial Services' is a part of the Quilter Financial Planning network that gives access to a broad range of lenders, including exclusive products for their clients.

SPECIALITY:
Mortgages, Pensions, Saving and Investments, Inheritance Tax Planning, Taxation Trusts & Protection

[email protected]

tomdonaldfinancial.co.uk

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Mon-Fri: 9am - 5pm
Sat & Sun: Closed

TBR® Inspection Report: