Border Finance Ltd, located in Dumfries, is a financial consultancy firm specializing in offering personalized financial advice on investments, pensions, and protection to both individual and business clients. Established in 2004 by Andrew Finnie, a financial adviser for the firm, Border Finance Ltd is dedicated to staying abreast of tax and legislative changes that may impact clients' financial well-being. Under Andrew Finnie's leadership, the firm boasts a committed team with diverse knowledge spanning the entire financial services arena. Their primary focus is on providing the highest standard of financial advice and service, placing the interests of their clients at the forefront. To achieve this, they have designed their systems and procedures to centre around the client's needs, making them an integral part of their business approach. In recent years, Border Finance has executed a precise and controlled expansion program, bringing together a group of individuals whose skills complement each other, contributing to the business's solid and necessary succession planning. Border Finance Limited is unwavering in delivering the highest financial advice. They ensure a comprehensive understanding of your financial situation and goals through an initial complimentary consultation, followed by developing bespoke strategies to secure your personal and financial future effectively. They are now one of the largest financial services company in South West Scotland.
UNIQUE FACTS:
• Independent Financial Adviser.
• Clear, Confident & Comprehensive Financial Planning.
• Extensive Advice.
• Dedicated Team.
• Wide Range Of Knowledge.
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.
BORDER FINANCE LTD REVIEWS
Andrew and his team advised me on transfer of my pension pot from my employers scheme to an alternative provider that suited my personal financial requirements.
He has helped us on numerous occasions wether it be mortgage related, pension related or just pulling money from our savings.
Great advice, explained in language I could understand with no pressure.
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Advice for Life Financial Planning is a standout financial planning firm in Dumfries Galloway. Behind the scenes, a dedicated team of experienced individuals handles all administration, research, and reporting aspects. Lee Malin serves as the director of Advice for Life Financial Planning. At the same time, Shaun Murphy, boasting over 21 years in the financial services industry, holds the position of Director/Senior Financial Adviser. Maria McMillan also serves as a Director/Senior Financial Adviser. Their financial planning process empowers you to take control of your finances and savour the rewards of your hard work. Using sophisticated cash flow planning tools, they aim to help you visualize your financial future. Advice for Life Financial Planning offers both in-person and fully remote services to help you achieve your financial goals. Their vision is to become a trusted adviser for you and your family, both in the present and the future. With a well-established presence and a cohesive team of experienced staff collaborating for many years, Advice for Life Financial Planning has garnered the trust of clients and their families. They have earned a reputation for providing reliable, clear, and concise financial advice, solidifying their position as one of the largest and most trusted financial advice firms in the South of Scotland.
UNIQUE FACTS:
• Online Appointments.
• On-site Services.
• Trusted Adviser.
• Ongoing Process.
• Online Meetings.
Speciality:
Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
ADVICE FOR LIFE FINANCIAL PLANNING REVIEWS
I would be lost without my adviser. He has always given sound, trustworthy advice. He always advises on what is best for my situation, and puts my interests first. He has always went over and above, and the service is always exceptional. I would have no hesitation in recommending him to anyone.
Advice for Life have been professional yet friendly, clearly explained things and responded to all my queries in a timely manner. I would highly recommend them.
We have used this company for a good while now and always receive a brilliant, fast and personal service. Would recommend them anytime.
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Tom Donald Financial Services is located in Dumfries and functions as a financial planning firm. With a wealth of experience as a financial planning adviser since 1995, Tom Donald brings comprehensive financial sector knowledge. The firm offers advice on pensions, mortgages, and inheritance tax planning. Their primary commitment is establishing lasting personal relationships with clients, achieved through friendly, ongoing, high-quality service. Tom Donald Financial Services delivers tailored advice and plans customized to meet your specific requirements, providing financial protection for you, your family, and your business associates. At the core of their approach is a profound understanding of your current financial situation, serving as the foundation for crafting a financial plan that addresses your future needs. The firm formulates strategies designed to align with your goals, ensuring the protection of you, your family, and your assets, ultimately creating a brighter and more secure future. Tom Donald Financial Services is devoted to discussing your requirements & invites you to contact them for an informal discussion.
UNIQUE FACTS:
• Clear, No-jargon Advice.
• Listen to Your Needs.
• Professional Financial Planning.
Speciality:
Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
TOM DONALD FINANCIAL SERVICES REVIEWS
We found Tom Donald to be very helpful, professional, a great source of advice and support, and most importantly, successful in helping us find the mortgage we needed to have the future we have planned of.
Provided us with great advice and support in finding a mortgage for our future plans. Having Tom's help has made a massive and positive difference to our future.
Super professional, goes above and beyond the call of duty to get things right.
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