Border Finance Ltd

Independent Financial Adviser  Border Finance Limited, Dumfries and Galloway, Dumfries, DG1 4EX
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FCA authorised
Last authorised 18th January 2021
At Border Finance Ltd we are committed to providing the highest standard of financial advice and service possible.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Meet our advisers
Andrew Finnie
Financial Planner
About us

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.

Our services

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

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face

Border Finance Limited, High Lodge, Craigs Road, Dumfries and Galloway, Dumfries, DG1 4EX

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