Border Finance dealt with my Pension Transfer. The staff were very friendly and helpful. The advisers explained everything clearly and in a relaxed way. We felt very comfortable talking to them.


One of the business’s advisors and I discussed at length all the options available. 15 months later everything is as it should be and the right option for me is providing me with everything I need. I have 6 monthly reviews and provided with support to enable the best decisions going forward.


We have received regular updates on not just our investments, but also a regular market/investment newsletter. The newsletter is particularly interesting as it isn’t a veiled sales document pushing general ideas.


Sensible accurate advice on the which products suited my future requirements, plus going the extra mile to realise an enhanced tax rebate.


We arranged a free consultation with one of the staff for us to discuss our finances, then this was followed by a further consultation with an adviser specifically on pensions. In our case we felt the service we received was first class. Appointments were made to suit us and consultations were open, honest and performed in a friendly manner


I had a consultation with a member of the Border Finance staff who talked me through the process of transferring from my company fund into a private fund. The positives as well as the negatives . My financial adviser did a first class job especially when we ran into difficulties during the transfer process so I am not sure how he could have done better. He kept me informed at all times.


Border Finance continues to provide support and advice at a level which I understand and without any confusion.


Border Finance has continued to advise me very wisely and to manage my investments in a way that suits me. They appreciate that I only wish to make ethical choices and are happy to invest in a way that reflects this.


Andy has been our adviser for 10 years and has helped us in many ways. He has advised us in buying property and investments and pensions. My wife had a stroke 6 years ago and had to give up work. At testing periods Andy has helped us both in terms of the advice he has offered and in being a real support to us while we have made these informed (because of him) decisions.