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Advice For Life Financial Planning

(4)

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...”

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Border Finance

(3)

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

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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

“The emphasis is on long-term client relationships, not one-off transactions. Clients can expect to have their affairs reviewed periodically to ensure their financial plans continue to be appropriate.”

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Bronze Services Europe

(10)

We Will Never Charge You Any Upfront Fees, We've Been Established For Years and Have Many Happy Clients

“Bronze Services are a professional, trustworthy company with compassion by the bucket load. Should you wish to relinquish your timeshare or hope to get money back for the mis-selling of the timeshare, then look no further. They will listen and discus...”

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David Allen

(13)

Team
Debt

“Alison Welton Managing Partner at David Allen's has been my accountant for almost 12 yrs. Alison and the team are the upmost professionals, very responsive and always on at the end of the phone for any questions. During the pandemic Alison's passion ...”

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Gameplan Andy

(13)

“Helped me to be an adult and write a will! Took all the fear and confusion out of the process and knocked a few quid off my home insurance at the same time. Well worth speaking to.”

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Lighthouse Financial Advice

Pensions, Savings & Investments, Business Protection

“Professional financial planning is the process which aims to help you realise your ambitions - whatever they may be. As professional financial advisers we can help you make informed decisions about your financial future, in the short, medium and long...”

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Holleron Wealth Management

(1)

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

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Stan Sherlock Associates

(30)

House
Life Insurance
Business

“Bobby at Stan Sherlock Associates advised us on arranging life insurance and critical critical cover, and supported right through the set up process. He was incredibly helpful and knowledgeable throughout, even on the fine details. A pleasure to deal...”

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Vesta Wealth Limited

(2)

For Individuals, For Businesses, For Trustees

“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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Deans

(1)

Business Services, Specialist Sectors, Personal Services

“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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CMD Financial Solutions

(3)

Wealth Management, Equity Release, Life Assurance

“Jo Watson sorted everything out for my mortgage from the beginning to the end. She was very friendly, professional and helpful throughout the whole process, always there if you needed help or had a question and responded very fast. Would recommend fu...”

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Pollard Scott & Co

(4)

“We used Scott pollard and co for our mortgage arrangement. They also sorted us out with a defacto 5 star home insurance product. Gary was very helpful and professional throughout explaining all jargon and terminology and made the process simple.”

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Alpha Financial Advice

“Alpha Financial Advice Ltd is Registered in England & Wales, Company Number 04243971. Registered Office address: Alpha Financial Advice Ltd, Suite 4 Riverside House, Riverside, Carlisle, Cumbria, CA1 2BS.”

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Burnetts Solicitors

(2)

“After 3 years of hard and often challenging work, my case was successfully concluded. This was due to the perseverance and tenacity of Lynne and her team at Burnetts solicitors in Cockermouth, and the brilliant medical experts and barrister instruct...”

Featured

Our top tier rankings in this year’s Legal 500 We are proud to announce that we’ve been highly rated in The Legal 500 UK Solicitors 2023 rankings – the leading guide to law firms and solicitors in the UK - with a total of ten recommended practice areas, five lawyers listed as Leading Individuals, five Next Generation Partners and four Rising Stars. Legal 500 rankings reflect the result of months of extensive analysis by Legal 500’s research team, which conducts thousands of interviews with private practice lawyers and reads through tens of thousands of submissions in order to select the very best lawyers and law firms in the UK. Five of our departments have achieved top tier rankings in the guide: Corporate, Dispute Resolution, Medical Negligence & Serious Injury, Agribusiness and Commercial Property.

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Lamont Pridmore

(10)

Team
Family

“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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Walker Robin Accountants

(1)

Business Accounts, Start Up Accounts, Financial Planning

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

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Kingfisher House Wealth Management

(1)

“Very professional and knowledgeable company..highly recommended”

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Tarn Wealth Management

(3)

“Excellent, professional service.Assisted me greatly with my financial queries and great advice /planning moving forwards.”

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Myretirement - Pension Planning

“Katie is approaching 50 and beginning to reflect on the need to prepare for retirement. Up until now she has been building a successful career and with that has built up a substantial amount in savings and pensions, without really planning too far ah...”

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Sage Wealth Management

““As you would expect of a St. James's Place representative, Michael possesses a reassuring wealth of knowledge and financial acumen. I have been particularly impressed with his ability to tailor a portfolio which meets my needs both now and in the fu...”

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Arc Eden

Investments, Retirement, Life & Health

“Above all else, we'll talk in plain English and we'll tell it to you as it is. If we don't think you should do something, we'll tell you. If we believe you should hold more in the Bank than you're planning, we'll explain why. We'll treat you as we wo...”

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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

Bronze Services Europe

David Allen

Gameplan Andy

Lighthouse Financial Advice

Holleron Wealth Management

Stan Sherlock Associates

Vesta Wealth Limited

Deans

CMD Financial Solutions

Pollard Scott & Co

Alpha Financial Advice

Burnetts Solicitors

Lamont Pridmore

Walker Robin Accountants

Kingfisher House Wealth Management

Tarn Wealth Management

Myretirement - Pension Planning

Sage Wealth Management

Arc Eden

Retirement Planning and Investment Management Services in Dumfries Cost Estimates

Why these companies made our list

Wealth Management Advisors near Dumfries

Popular in Dumfries