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

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...”
In Business Since 2002
The Crichton, Offices F1-F4, Monreith House, Bankend Rd, Dumfries DG1 4ZZ
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Border Finance

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”
High Lodge, Craigs Rd, Dumfries DG1 4EX
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Tom Donald Financial Services

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.”
62 St Michael St, Dumfries DG1 2QF
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Holleron Wealth Management

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.”
Serving Dumfries Area
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Quilter Financial Advisers

Quilter Financial Advisers

Pensions, Savings & Investments, Business Protection
Serving Dumfries Area
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Lynton Finance

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.”
Dumfries, SCT
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Stan Sherlock Associates

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...”
In Business Since 2008
Family Business
26 Lowther St, Carlisle CA3 8DA
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Pollard Scott & Co

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.”
In Business Since 2014
Transparent Fees & Pricing
1, 40 Lowther St, Carlisle CA3 8DH
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Lamont Pridmore

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...”
Family Business
Arkle House, 31 Lonsdale St, Carlisle CA1 1BJ
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CMD Financial Solutions

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.”
39 Lowther St, Carlisle CA3 8EP
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Dodd & Co Chartered Accountants

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...”
Montgomery Way, FIFTEEN, Rosehill Industrial Estate, Carlisle CA1 2RW
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Vesta Wealth

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.. ...”
Unit 1, The Sidings, Business Park, Port Rd, Carlisle CA2 7AF
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Heard Hamilton Financial Planning

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.”
Serving Dumfries Area
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Walker Robin Accountants

Walker Robin Accountants

(1)
Business Accounts, Start Up Accounts, Financial Planning
“Great service. Friendly and put my mind at ease”
In Business Since 2018
Serving Dumfries Area
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Mark Nield Wealth Management

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...”
Serving Dumfries Area
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Kingfisher House Wealth Management

Kingfisher House Wealth Management

(1)
“Very professional and knowledgeable company..highly recommended”
Serving Dumfries Area
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Matthew Slessor Wealth Management

Matthew Slessor Wealth Management

Transparent Fees & Pricing
Eden House Financial Services, 1b Wavell Dr, Rosehill Industrial Estate, Carlisle CA1 2ST
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Robinson & Co

Robinson & Co

Business, Personal, Financial Services
Serving Dumfries Area
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Dodd Wealthcare

Dodd Wealthcare

Transparent Fees & Pricing
Clint Mill, Corn Market, Penrith CA11 7HW
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Tarn Wealth Management

Tarn Wealth Management

(3)
“Excellent, professional service.Assisted me greatly with my financial queries and great advice /planning moving forwards.”
Serving Dumfries Area
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Myretirement - Pension Planning

Myretirement - Pension Planning

James Watson, Montgomery Way, Rosehill Roundabout, Rosehill Industrial Estate, Carlisle CA1 2UU
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Alpha Financial Advice

Alpha Financial Advice

Suite 4, Riverside House Warwick Rd, Carlisle CA1 2BS
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Arc Eden

Arc Eden

Investments, Retirement, Life & Health
In Business Since 2016
Transparent Fees & Pricing
1C Wavell Dr, Rosehill Industrial Estate, Carlisle CA1 2ST
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Armstrong Watson Accountants, Business & Financial Advisers

Armstrong Watson Accountants, Business & Financial Advisers

(4)
“We have been clients of Armstrong Watson's for 12yrs and have found them very supportive and pro active with their advice in order for me to move our business forward. They discuss with us, prior to our year end, our financial position and discuss wa...”
Remote Consultations Available
James Watson House, Montgomery Way, Rosehill Roundabout, Rosehill Industrial Estate, Carlisle CA1 2UU
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Retirement Planning and Investment Management Services in Dumfries Cost Estimates

Minimum cost
£1195
Maximum cost
£10149
National Average
£3582
Avg Per Hour Rates
£360
£2389
£6568
Fair price range is based on 414 cost profiles
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Average Cost £3582
Minimum cost £1195
Maximum cost £10149
Avg Per Hour Rates £360

Fair range £2389 to £6568 is based on 414 cost profiles.

Why these companies made our list

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