Founded in 2004 by Andrew Finnie, who still manages the company today; Border Finance Ltd is a well-established financial adviser business operating throughout Dumfries & Galloway. We have a dedicated team offering a range of knowledge across the entire financial services arena. Under Andrew’s supervision and input together with the commitment of our highly skilled staff, we have become one of the leading financial adviser companies in South West Scotland.
If evidence of the continued success of Border Finance were needed, it can be taken from the fact that in 2021, for the 3rd year running, the Company emerged as the most highly rated Independent Financial Adviser in Scotland, (and once again among the highest rated IFAs in the UK) in the recently published survey in The Times in association with VouchedFor. The survey is based on service, clarity of advice, client experience and fees.
Planning for a secure future whether for yourself, your family or your business is one of the most important steps you will ever take. We believe it is vital to review your financial situation regularly, particularly against the background of changes in family or business circumstances, including one-off events such as receiving an inheritance or retiring. Reviewing your financial goals is essential, whilst we also ensure we keep up to date with any tax or legislative changes which are relevant to you.
Our philosophy puts the fair treatment of our clients at the very heart of everything that we do. We look to maintain and develop successful relationships with our clients. We recognise that every client has a unique set of circumstances and accordingly deserve a bespoke service.
Border Finance Ltd promises you that our staff and product providers will deliver you a superior wealth and financial planning service that best suits your individual needs and goals.