At Border Finance Ltd we offer bespoke financial advice on investments, pensions and protection to our private and business clients. With innovative technology available, clients have the opportunity to access their financial information through the web or their mobile devices at a time that is convenient to them.
Tailoring our business to meet the needs of our clients; we pride ourselves on providing a personalised bespoke service to ensure our clients' needs and wants are met and that they have financial peace of mind.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. Border Finance has continued to advise me very wisely and to manage my investments in a way that suits me.
Tailoring our business to meet the needs of our clients; we pride ourselves on providing a personalised bespoke service to ensure our clients' needs and wants are met and that they have financial peace of mind.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. Border Finance has continued to advise me very wisely and to manage my investments in a way that suits me.
Services
Founded in 2004 by Andrew Finnie, who still manages the company today; Border Finance Ltd is a well-established financial adviser business operating throughout Dumfries & Galloway.
We have a dedicated team offering a range of knowledge across the entire financial services arena.
Under Andrew's supervision and input together with the commitment of our highly skilled staff, we have become one of the leading financial adviser companies in South West Scotland.
If evidence of the continued success of Border Finance were needed, it can be taken from the fact that in 2021, for the 3rd year running, the Company emerged as the most highly rated Independent Financial Adviser in Scotland, (and once again among the highest rated IFAs in the UK) in the recently published survey in The Times in association with VouchedFor.
We have a dedicated team offering a range of knowledge across the entire financial services arena.
Under Andrew's supervision and input together with the commitment of our highly skilled staff, we have become one of the leading financial adviser companies in South West Scotland.
If evidence of the continued success of Border Finance were needed, it can be taken from the fact that in 2021, for the 3rd year running, the Company emerged as the most highly rated Independent Financial Adviser in Scotland, (and once again among the highest rated IFAs in the UK) in the recently published survey in The Times in association with VouchedFor.
We will ensure we fully understand your current financial situation and what it is you are looking to achieve, via our initial, free consultation, before offering bespoke strategies to best secure your personal and financial future.
Following years of employment many of our Clients tell us the most important thing for them in retirement will be Financial Peace of Mind.
By determining individual goals, aspirations and attitude to risk, we can then recommend individual Portfolios which include Products that exactly match individual needs whether that be for income or growth or a mixture of both.
Following years of employment many of our Clients tell us the most important thing for them in retirement will be Financial Peace of Mind.
By determining individual goals, aspirations and attitude to risk, we can then recommend individual Portfolios which include Products that exactly match individual needs whether that be for income or growth or a mixture of both.
At Border Finance Ltd we are committed to providing the highest standard of financial advice and service possible.
The interest of our clients is paramount to us and to achieve this we have designed our systems and procedures to place you at the heart of our business.
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 even more in control.
The interest of our clients is paramount to us and to achieve this we have designed our systems and procedures to place you at the heart of our business.
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 even more in control.
Before any investment strategies can be recommended, we seek to fully understand your situation.
We do this prior to and during our first meeting with you.
We will look to gather details on your personal and financial circumstances, taking into account your existing assets and resources.
From there, we'll discuss your goals and aspirations as well as your attitude to risk.
What we learn from you will form the foundation for our future analysis and recommendations.
By taking the time to really get to know you and what's important to you, we can deliver better outcomes.
We do this prior to and during our first meeting with you.
We will look to gather details on your personal and financial circumstances, taking into account your existing assets and resources.
From there, we'll discuss your goals and aspirations as well as your attitude to risk.
What we learn from you will form the foundation for our future analysis and recommendations.
By taking the time to really get to know you and what's important to you, we can deliver better outcomes.
Andrew has worked in the Financial Services Industry since graduating from Heriot Watt University in 1994 with a First Class Honours Degree in Mathematics.
With his experience and expertise he established Border Finance Ltd in 2004.
He has overseen the continued growth of the company giving Border Finance Ltd an enviable record of success with clients throughout Dumfries & Galloway.
To ensure clients receive a first class bespoke service Andrew constantly keeps himself fully informed of tax and legislative changes which could impact on the financial wellbeing of his clients.
With his experience and expertise he established Border Finance Ltd in 2004.
He has overseen the continued growth of the company giving Border Finance Ltd an enviable record of success with clients throughout Dumfries & Galloway.
To ensure clients receive a first class bespoke service Andrew constantly keeps himself fully informed of tax and legislative changes which could impact on the financial wellbeing of his clients.
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