3 Best Financial Services in Dumfries & Galloway

“Border Finance Ltd is an independent financial consultant firm in Dumfries and Galloway. Andrew Finnie is the director and financial planner of the firm. He holds a First Class Maths degree from Heriot-Watt University, started in financial services in 1994, and founded Border Finance Ltd in 2003. He leads a dedicated team with extensive knowledge across financial services. Border Finance Ltd is one of the largest financial services companies in South West Scotland, with over £300 million in funds under management. They are committed to providing the highest standard of financial advice and service possible; the interests of their clients are paramount, and to achieve this, they have designed their systems and procedures to place clients at the heart of their business.”

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“Advice for Life Financial Planning is a family-run financial planning firm in Dumfries and Galloway. Lee Malin is the director of the firm. The Advice for Life Financial Planning team is a well-known and established firm with experienced staff who have been working together for many years. Their clients and families trust them, and they have built a reputation for providing reliable, clear, and concise financial advice. They have become one of the largest and most trusted financial advice firms in the South of Scotland. Regardless of your life stage, they can help you plan for the future, whether you are thinking about buying your first home, putting money aside for your children, or preparing for retirement. They can also ensure that plans are in place to provide financial security for your loved ones if you are no longer here to provide for them. They understand that everyone is different and that your financial needs are unique, so the help and advice they offer are tailored just for you. The team is committed to providing client meetings whenever and wherever is most convenient for you. Typically, they can meet you at your home, place of work, or their offices. They can also offer online meetings if preferred.”

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“Tom Donald Financial Services is a highly recommended financial planner in Dumfries and Galloway. Tom Donald is the founder and financial planner at the firm. The firm was established in 2001, and Tom Donald has been in the financial industry since March 1995, primarily operating in Dumfries and Galloway and offering extensive knowledge across the financial sector. The Tom Donald Financial Services team aims to build long-term personal relationships with their clients by providing friendly, ongoing, and quality service. Their understanding of your financial situation is key to formulating a plan to meet your future needs. They listen to your needs, hopes, and dreams and develop a plan, enabling them to offer you clear, no-jargon advice on the most appropriate financial products for your circumstances.”

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