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Welcome to Border Finance - Border Finance Ltd
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Building Relationships for Life
Here at Border Finance, our dynamic adviser team build strong relationships with our clients and bring fresh perspectives to financial planning whereby we offer holistic financial advice to entire families, ensuring that wealth is protected from one generation to the next.
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A Bespoke Individual Service
To some people all these Belted Galloways look exactly the same. To Border Finance, they each look completely different. We believe every Client should be provided with individual solutions for individual circumstances.
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Clear, Confident and Comprehensive Financial Planning
Border Finance operates far beyond our local boundaries. By making full use of modern technology which gives us access to the entire range of financial products and solutions, Border Finance can fully satisfy the financial needs of all our Clients, whether they are based locally, regionally or nationally.
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Investment
Advice
Retirement
Planning
Pension Transfer
Advice
Mortgages
Equity
Release
Life
Assurance

Welcome to Border Finance

Founded in 2004 by Andrew Finnie, who still manages the Company today, Border Finance is a well-established financial adviser business operating thought Dumfries and Galloway and beyond. Our dedicated team possesses a wide range of knowledge across the entire financial services arena. Currently we are the largest financial services Company in South West Scotland.

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Our Services

Investment Advice Learn More
Retirement Planning Learn More
Pension Transfer Advice Learn More
Mortgages Learn More
Equity Release Learn More
Life Assurance / Protection Learn More
Personal Finance Society
The Personal Finance Society is the professional body for financial planning profession in the UK and is part of the Chartered Insurance Institute Group. It promotes high levels of professionalism in technical knowledge, client service and ethical practices.
Independent Financial Adviser
Independent Financial Advisers offer independent, unbiased advice to clients. Operating in a fiduciary capacity in which client interests come before our own.
Financial Conduct Authority
The FCA is the conduct regulator for financial services firms in the UK. Firms and individuals must be registered with the Financial Conduct Authority before being able to offer certain services. The FCA ensures that consumers receive a fair deal along with honest and effective advice.

What Our Clients Say

Andrew and his team advised me on transfer of my pension pot from my employers scheme to an alternative provider that suited my personal financial requirements.

Dumfriesshire - August 2021

Started off with a face to face visit, his knowledge was excellent. Put my mind at ease knowing my investment was in good hands.

Kirkcudbrightshire - September 2021

Andrew 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. Excellent service.

Essex - September 2021

Great advice, explained in language I could understand with no pressure.

Dumfriesshire - September 2021

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.

Dumfriesshire - September 2021

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If you would like any information or a quote please get in touch with our advisors.

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If you have any questions please get in touch to discuss

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