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Advice For Life Financial Planning

(5)

What We Do, Quilter, Tax Information

“The service I have received from AFL has been superb. I have only been a client for a short while, yet in that time they have gone above and beyond. Their literature is clear and I know what service I can expect and more importantly I know exactly h...”

Featured

We're delighted to welcome Edward Sellers to the team at Advice for Life as our newest Financial Adviser. Ed says: I bring with me a background in pensions, ISAs and general investments gained with some of the largest financial product providers in the UK. I have a detailed knowledge of the operational and strategic approaches of these corporate organisations, which I believe will benefit my clients. I hold a Diploma for Financial Advisors from the London Institute of Banking & Finance and am working to develop my academic and professional interest in the industry further. Having experienced approaches to client management within large corporate settings, I am keen to be part of a client centered approach and have a particular interest in developing the knowledge of finance within my clients. I believe passing on this knowledge helps them, and myself, properly ascertain and plan their financial goals and futures. I am a keen follower of Formula 1 and an avid film watcher and, I will admit, something of an armchair critic. Welcome to the team, Ed.

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Border Finance

(4)

“Andrew is very professional and has a personal touch and we are sure he gives the best advice to all his client highly recommend Positive Professionalism”

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Tom Donald Financial Services

(1)

“We found Tom Donald to be very helpful, professional, a great source of advice and support, and most importantly, successful in helping us find the mortgage we needed to have the future we have planned of.”

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Hestan Asset Finance

“Hestan Asset Finance brokers in the region of £12m annually which has allowed us to become established as the major source of finance to a range of businesses throughout Dumfries and Galloway. We are happy to advise on all types of funding including ...”

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Hopkinson David IFA

“Making financial decisions can be hard; inertia, confusion and fear stop us from taking control of our money. You need a guide who can coach you into making the right decisions, as well as someone with expert financial knowledge. All our planners hav...”

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David Allen

(21)

Team
Debt Recovery
Questions

“Great service from Rachel and the team at David Allen Recovery Solutions from start to finish. Her knowledge and guidance were crucial to us getting the right result. Thanks again Rachel Seal!”

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Matrix Solutions

(1)

“Hi I must really give a big applause to this wonderful team at Matrix Solutions. They helped me get my renewal of OCI done without any hassle and within a shortest period of time. To me it came as a real surprise when I received my Renewed OCI today...”

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Holleron Wealth Management

(1)

Financial Planning, Investment Planning, Banking and Mortgages

“We moved our personal portfolio to Holleron wealth management in 2016 and are really pleased with the decision we made.”

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Quilter Financial Advisers

Pensions, Savings & Investments, Business Protection

“The financial services I offer are designed to help you build a brighter more financially secure future. Having been a financial adviser in Cumbria for over ten years, I understand the difficulties of financial management. For those looking to build ...”

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Lynton Finance

(2)

“A great and helpful service! The system is easy to use and understand. The customer service was swift and transparent about progress. The people where very helpful and happy to share information with me about how the process worked.”

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Lamont Pridmore

(10)

Making Tax Digital, Finance For Your Business, Payroll Services

“Having used the services of other local accountancy firms over the last 25 years I moved to Lamont Pridmore 10-years ago and it is my experience that they have always offered a friendly, professional & value for money service no matter the size of th...”

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Stan Sherlock Associates

(50)

Pensions, Business Services, Business Loan Protection

“Amazing service. Chris worked with us buying our first home. He was very approachable and always at end the phone or email always got back to me as soon as he could nothing was ever to much to ask, despite my endless questions. We will definitely com...”

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Pollard Scott & Co

(18)

Mortgage
Business

“Emma and Katie were both very efficient and helpful with our recent re mortgage application. Trusted pair with safe hands. Would recommend to everyone.”

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CMD Financial Solutions

(14)

Wealth Management, Equity Release, Life Assurance

“Jo was brilliant from start to finish, informed me my deal was coming to an end and got me a great mortgage deal just before the rates went sky high, thanks for all your help.”

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Dodd & Co Chartered Accountants

(8)

“As a start up business all I can say Is Claire Phillips and her team at dodd and co accountant have always and will continue to look after me. They keep me right with my accounts and up to date at all time. Exactly what I need from my accountant as I...”

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Deans

(1)

“Excellent service for our businesses. These people are easy to deal with, they understand our needs, and they're clear concise and helpful. So much better than our last accountants. Many thanks. Johnny Watson”

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Vesta Wealth

(3)

“I have used Vesta Wealth since November 2019.. Catherine Aston is my adviser and i can certainly recommend her advice.. Very professional and always has the right answers.. Communication is great and my emails are always answered straight away.. ...”

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EQ Accountants

“Moving our business to EQ has been an extremely positive change for our organisation. Their meticulous attention to detail and comprehensive approach to auditing not only ensure regulatory compliance but also provide valuable insights to enhance our ...”

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Heard Hamilton Financial Planning

(1)

“First time I have gone down the investment route and found them most helpful and great advice to boot. Most helpful, easy to understand, no problem recommending them.”

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Walker Robin Accountants

(1)

Business Accounts, Start Up Accounts, Financial Planning

“Great service. Friendly and put my mind at ease”

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Mark Nield Wealth Management

(6)

Pensions

“We were worried that our pensions needed some attention and arranged to discuss this with Mark. We turned up with our paperwork and he went through it with us. We were relieved to know no action was required at this point. Mark was friendly, professi...”

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Kingfisher House Wealth Management

(1)

“Very professional and knowledgeable company..highly recommended”

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Dodd Wealthcare

“If you're a couple and both working with no kids to worry about, you probably feel financially secure and are living life to the full. However, if you're sharing the costs of a mortgage, the repayments could be a real burden if either of you couldn't...”

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Robinson & Co

Business, Personal, Financial Services

“Our people are savvy, trained to the highest levels to provide smart-thinking accountancy, audit, financial and commercial services to corporates, owner managed businesses, partnerships, charities, trusts and private clients. From our offices in Work...”

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Average Cost	£3582
Minimum cost	£1195
Maximum cost	£10149
Avg Per Hour Rates	£360

Best Financial Advisors in Dumfries

The highest-rated Financial Planning & Wealth Management companies out of 42 vetted & reviewed in the Dumfries area.

Advice For Life Financial Planning

Border Finance

Tom Donald Financial Services

Hestan Asset Finance

Hopkinson David IFA

David Allen

Matrix Solutions

Holleron Wealth Management

Quilter Financial Advisers

Lynton Finance

Lamont Pridmore

Stan Sherlock Associates

Pollard Scott & Co

CMD Financial Solutions

Dodd & Co Chartered Accountants

Deans

Vesta Wealth

EQ Accountants

Heard Hamilton Financial Planning

Walker Robin Accountants

Mark Nield Wealth Management

Kingfisher House Wealth Management

Dodd Wealthcare

Robinson & Co

Retirement Planning and Investment Management Services in Dumfries Cost Estimates

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Wealth Management Advisors near Dumfries

Popular in Dumfries