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Read verified customer reviews of the most reliable financial advisers in Dumfries. Save time and money by comparing prices, getting expert recommendations, and finding the perfect fit for your needs.

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Border Finance is a well-established financial adviser business operating throughout Dumfries & Galloway and beyond. We provide holistic financial advice to entire families, ensuring that wealth is protected from one generation to the next. Our team of experienced financial advisers will work with you to understand your unique financial situation, goals, and aspirations, and provide bespoke financial strategies to secure your personal and financial future.
The reviewers praised Andrew's professionalism, clear explanations, and personal touch, resulting in consistently high-rated service.
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We are a UK-wide financial advice firm, providing expert guidance on a wide range of financial services including pensions, investments, protection, mortgages, and retirement planning. Our team of experienced and chartered financial planners work with clients to create personalized financial strategies that meet their unique needs and goals. From investment and retirement planning to tax planning and estate protection, we offer a comprehensive range of services to help individuals and businesses achieve their financial aspirations. Our aim is to provide a truly private and bespoke service, tailored to each client's individual circumstances.
The reviews highlight Paul's exceptional customer service, prompt and sound advice, and excellent communication skills.
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Here at Advice for Life Financial Planning, we believe that good financial advice should be an ongoing process - one which evolves and adapts to the many changes and challenges that life brings. We provide a face to face or fully remote service, offering a range of services including pensions, investments, protection, and mortgages. Our team of experienced financial advisors will help you to create a personalized financial plan that suits your individual needs and goals. We aim to provide transparent and objective advice, empowering you to make informed decisions about your financial future. With our expertise, you can have confidence that your financial wellbeing is secure and that you are on track to achieve your long-term financial goals.
The reviewers praised the company's professionalism, friendliness, responsiveness, and exceptional service, highly recommending Advice for Life to others.
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