Border Finance Ltd
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Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Traded endowment policies
- Unit trusts
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Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
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Business
- Corporate pension
- Employee benefits
- Group critical illness
- Group income protection
- Group ISA
- Group life insurance
- Group pensions
- Group private medical insurance
- Group protection
- Group risk
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Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Sipps
- Stakeholder
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Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
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Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
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Financial planning
- Wealth management
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Long term care
- Long term care
Border Finance Limited, High Lodge, Craigs Road, Dumfries and Galloway, Dumfries, DG1 4EX
Set up in 2004 Border Finance Ltd is a well established financial adviser firm with a wealth of financial knowledge. With continued growth and highly skilled staff we have become one of the leading financial adviser firms in South West Scotland.
Our newly furbished office provides clients with an easily accessible location for private meetings with a financial adviser.
Tailoring our business to meet the needs of our clients; we pride ourselves on providing a personalised bespoke service ensuring clients' needs and wants are met and that they have financial peace of mind.
be open, honest and transparent in the way we deal with you;
not place our interests above yours;
communicate clearly, promptly and without jargon;
provide regular structured reviews of your investments;
seek your views and perception of our dealings with you to ensure it meets your expectations or to identify any improvements required;
Our belief is that by helping you understand your goals, aspirations and attitude to risk you become more confident and empowered. By having a plan that you can relate to and the ability to check its progress at any time you feel
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