Let's start a conversation - Just the financial advice you need
At Border Finance, we take pride in providing a bespoke individual service to each and every one of our clients. With over 15 years of experience, our dynamic team of financial advisers operates across Dumfries and Galloway, offering a comprehensive range of financial services to individuals and families. Our team of experts is dedicated to providing tailored financial solutions to ensure the wealth and well-being of our clients, preserving family legacies for generations to come.
Our Services
At Border Finance, we offer a diverse range of financial services designed to cater to the unique needs of each client. Our service portfolio includes:
- Investment Advice: We provide expert advice on investment opportunities tailored to individual risk profiles and financial goals.
- Retirement Planning: Our team helps clients plan for their golden years, ensuring financial peace of mind for retirement.
- Pension Transfer Advice: Our expert pension transfer specialists offer guidance on pension transfer, taking into account each client's individual circumstances and goals.
- Mortgages: We simplify the mortgage process, providing recommendations and processing mortgages to suit each client's unique requirements.
- Equity Release: Our experts advise on equity release options, helping clients unlock the value of their homes for retirement or other financial objectives.
- Life Assurance: We offer life assurance and protection solutions to ensure the financial security of loved ones in the event of an untimely passing.
Our Process
At Border Finance, we believe in building long-term relationships with our clients. Our comprehensive process begins with an initial consultation to understand each client's unique financial situation and goals. This personalized approach allows us to develop bespoke strategies tailored to their needs.
Our Team
Our team of experienced financial advisers, led by Managing Director Andrew Finnie, has many years of experience in the financial services industry. Each member of our team is dedicated to providing exceptional customer service and expert advice to ensure the financial well-being of our clients.
What Our Clients Say
At Border Finance, we pride ourselves on our commitment to excellent customer service and personalized financial planning. Here's what some of our satisfied clients have to say about their experience with us:
- "Andrew and his team advised me on transferring my pension pot. I've had regular meetings to keep me up to date, which provide reassurance and confidence in how my pension is being managed. Excellent service."
- "He offered invaluable advice and took the time to explain the process to me in detail. Since my pension has been transferred, I have regular meetings to keep me up to date, which provide reassurance and confidence in how my pension is being managed."
- "Great advice, explained in a language I could understand with no pressure. He advised and guided me on and through the various options to me on how to invest my pension. Giving very clear and understandable advice in what might be best suited to me and my circumstances."
Overall Review Summary
A total of four reviews have been provided, all of which are positive and complimentary towards the service or individual being reviewed. The majority of the reviewers have given a 5-star rating, indicating a very high level of satisfaction with the service. Common themes that emerge from the reviews include the professionals being professional, friendly, and experienced, with the ability to clearly explain complex financial information in an easy-to-understand manner.
Staff
The reviewers have praised the staff for being professional, friendly, and having a personal touch. Andrew Begg specifically mentioned that everything was explained in easy-to-understand terms, while Jenny Burdett highlighted that Andrew was very professional and gave the best advice to all his clients. Paul Jamieson and William Welsh also mentioned that the advisors were professional and experienced, respectively.
Service
The reviewers were very satisfied with the service provided. Andrew Begg mentioned that the service was very helpful after an initial conversation, while Jenny Burdett reported that the advice was highly recommended. Paul Jamieson and William Welsh were left in high spirits and found the staff to be friendly and professional, respectively.
Be the first to review Border Finance.
Write a Review
