Money Matters: Discover the Best Financial Advisers in Dumfries

Get expert financial guidance in Dumfries with our trusted network of Independent Financial Advisers. Our certified professionals offer tailored advice on investments, retirement planning, and pension management. Reach out to discuss your financial goals and let us connect you with a reliable financial adviser in Dumfries who suits your needs.

Find financial advisers near you
Border Finance is a well-established financial adviser business operating throughout Dumfries & Galloway and beyond. We provide holistic financial advice to entire families, ensuring that wealth is protected from one generation to the next. Our team of dynamic advisers build strong relationships with clients and bring fresh perspectives to financial planning. We offer a range of services, including investment advice, retirement planning, pension transfer advice, mortgages, equity release, and life assurance. With a commitment to providing the highest standard of financial advice and service, our team is dedicated to providing individual solutions for individual circumstances.
The reviews are overwhelmingly positive, with praise for the staff's professionalism, expertise, and friendly demeanor.
4.8
Based on 5 reviews
Profile Website Phone
At Advice for Life Financial Planning, we believe that good financial advice should be an ongoing process that evolves and adapts to the many changes and challenges that life brings. Our team of experienced financial advisors provide a face-to-face or fully remote service, helping you to fulfill your financial goals. We offer a range of services including pension planning, investments, protection, and mortgages. Our vision is to become a trusted adviser for you and your family, now and in the future, providing personalized guidance and support every step of the way.
The reviews are overwhelmingly positive, with praise for the company's exceptional service quality, professionalism, and personal approach.
4.4
Based on 7 reviews
Profile Website Phone
Annandale Financial Services provide a high quality professional financial planning service, offering a clearly defined service, transparent fee structure and an effective service proposition. We are committed to staying independent and providing unbiased independent financial advice in an ever changing market. Our aim is to ensure that our clients achieve their goals and aspirations, whilst maintaining financial security. With over 40 years of experience, our advisers have a wealth of experience within the industry and our clients' needs are always at the forefront of our service strategy.
N/A
Not rated yet
Profile Website Phone
At Radley Financial Services, we aim to pave the way for a more secure financial future for you, your family, and businesses of all sizes. Our understanding of your current financial situation is the keystone to the formulation of a financial plan that will meet your future needs. We listen to your needs, hopes, and dreams, and formulate a plan that enables us to offer clear, no-jargon advice on the most appropriate financial products for your personal circumstances. Our goal is to help you achieve financial freedom, protect your assets, and build a brighter, more secure future. With our expertise and guidance, you can rest assured that your financial goals are in good hands.
N/A
Not rated yet
Profile Website Phone
Carlisle (29.2 mi) Peebles (43.4 mi) Strathaven (45.5 mi) Carluke (46.7 mi) Galashiels (49.1 mi) Prestwick (49.2 mi)