What We Offer

Border Finance Limited is committed to providing the highest level of financial advice.

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.

All 3 of our Financial Advisers, Andrew Finnie, Glenn Davidson and Ian Sneddon, have many years of experience in this niche market. Recent Financial Services Industry changes have resulted in fewer and fewer Independent Financial Adviser businesses being in a position to offer the extensive advice that we can.

Pension Transfer is not for everyone. Here at Border Finance we will thoroughly discuss your individual circumstances which will then lead you to a place where you will be armed with all the information to allow you to decide what is right for you and how best to plan for your personal and financial future.

Mortgages the easy way as it is not as simple as you might think.

There are lots of options & lots of hoops to jump through with each provider.

We save you time and recommend only those that suit your requirements, then we apply for and process the mortgage so you don’t have to deal with all of the paperwork.

Are you a “First Time Buyer” or a “Home Owner” looking to “remortgage”? Are you a Home Mover, in other words you own your current property but are looking to move home?  Perhaps you are looking for “Buy To Let” advice to make that first investment purchase.

This Product offers a number options to Clients, typically over the age of 55, which might allow them to release funds from their property. We look to identify which is the best option for you and fully explain the ramifications of doing so.

Working alongside our Mortgage Team and similarly experienced, our Equity Release Team are on hand to offer knowledge, advice and peace of mind for those looking to tap in to their expertise.

Don’t become a victim of hindsight.

It’s easy to protect yourself and we’ll make the process of getting the right cover for you even easier. Our tailor-made protection recommendations provide the right cover at the right cost for you.

For example;

You might want to consider protecting your income in case of ill health

How would you meet your mortgage costs if you were unable to work due to an accident or sickness?

Are you interested in protecting yourself against a specific Critical Illness?

If you are in employment, how long would your employer pay you in the event of long-term ill health? Do you run your own business and wish to protect yourself, your staff or your key people?