Border Finance

Border Finance At Border Finance, we offer bespoke financial advice on investments, pensions, protection and mortgages to our private and business clients.

At Border Finance Ltd we offer bespoke financial advice on investments, pensions and protection to our private and business clients. Tailoring our business to meet the needs of our clients; we pride ourselves on providing a personalised bespoke service ensuring our clients’ needs and wants are met and that they have financial peace of mind. Founded in 2004 by Andrew Finnie, who still manages the c

ompany today; Border Financed Ltd is a well-established financial adviser business operating throughout Dumfries & Galloway. We have a dedicated team offering a range of knowledge across the entire financial services arena. Under Andrew’s supervision and input together with the commitment of our highly skilled staff, we have become one of the leading financial adviser companies in South West Scotland. Planning for a secure future whether for yourself, your family or your business is one of the most important steps you will ever take. We believe it is vital to review your financial situation regularly, particularly against the background of changes in family or business circumstances, including one-off events such as receiving an inheritance or retiring. Reviewing your financial goals is essential, whilst we also ensure we keep up to date with any tax or legislative changes which are relevant to you. Our philosophy puts the fair treatment of our clients at the very heart of everything that we do. We look to maintain and develop successful relationships with our clients. We recognise that every client has a unique set of circumstances and accordingly deserve a bespoke service. Border Finance Ltd promises you that our staff and product providers will deliver you a superior wealth and financial planning service that best suits your individual needs and goals. If you have any questions or you would like to make an
appointment; please do not hesitate to contact us. Please note, appointments can be scheduled outwith the normal office hours by prior arrangement.

☀️ SUMMER BANK HOLIDAY ☀️The Border Finance Office will be closed Monday 31st August for the bank holiday. We will reope...
27/08/2026

☀️ SUMMER BANK HOLIDAY ☀️

The Border Finance Office will be closed Monday 31st August for the bank holiday.

We will reopen on Tuesday 1st September at 9am.

Is your financial adviser retiring? 🤔With many experienced Financial Advisers approaching retirement, we know this can l...
13/08/2026

Is your financial adviser retiring? 🤔

With many experienced Financial Advisers approaching retirement, we know this can leave clients wondering what happens next and who they can turn to for ongoing advice.

At Border Finance, our team continues to grow and we are welcoming new clients. If your adviser has recently retired, or you know they are planning to, we would be happy to discuss how we can support you with your financial planning going forward.

We also continue to welcome conversations with local Financial Advisers considering retirement who are looking for the right home for their clients and a smooth transition to an experienced, local team.

Having successfully supported a number of retiring advisers and their clients in recent years, we understand just how important continuity, trust and personal service are.

If you’re a client looking for a new adviser, or you are an IFA considering your own retirement plans, please get in touch

📞 01387 247827
📧 [email protected]

A summer well spent ☀️Over the past 12 weeks, we’ve had the pleasure of welcoming Skye to the Border Finance team during...
07/08/2026

A summer well spent ☀️

Over the past 12 weeks, we’ve had the pleasure of welcoming Skye to the Border Finance team during her summer break from studying Accountancy and Finance at Heriot-Watt University.

Skye joined us during an exceptionally busy period and has been a fantastic help to the whole team. She quickly got stuck in, gaining first-hand experience of working within financial services while putting some of her university studies into practice.

Reflecting on her summer with us, Skye said:

“Thank you so much to Border Finance for the opportunity to work with the team this summer. I’ve thoroughly enjoyed my time here and have gained so much valuable knowledge and experience.”

A huge thank you from all of us, Skye! Your help over the last 12 weeks has been greatly appreciated, and we’ve loved having you as part of the team. We wish you all the best as you head back to university 🎓

29/06/2026
🌸 SPRING BANK HOLIDAY 🌸The Border Finance office will be closed on Monday 25th May for the bank holiday and will re-open...
21/05/2026

🌸 SPRING BANK HOLIDAY 🌸

The Border Finance office will be closed on Monday 25th May for the bank holiday and will re-open at 9am on Tuesday 26th May.

We hope you all have a lovely long weekend 🤗

🌼 BANK HOLIDAY 🌼The Border Finance Office will be closed on Monday 4th May for the bank holiday. We will re-open on Tues...
30/04/2026

🌼 BANK HOLIDAY 🌼

The Border Finance Office will be closed on Monday 4th May for the bank holiday.

We will re-open on Tuesday 5th May at 9am.

We hope you all have a lovely bank holiday weekend 🌼

🐣 EASTER HOLIDAYS 🐣 The Border Finance Office will be closed on the following dates: Good Friday - 3rd AprilEaster Monda...
01/04/2026

🐣 EASTER HOLIDAYS 🐣

The Border Finance Office will be closed on the following dates:

Good Friday - 3rd April
Easter Monday - 6th April

We will re-open on Tuesday 7th April at 9am 🐥

We hope you all have a lovely bank holiday weekend 🐣💐

🎉 Team Milestone Alert! 🎉 We are incredibly proud to share some very special news. Courtney has officially achieved Char...
05/03/2026

🎉 Team Milestone Alert! 🎉

We are incredibly proud to share some very special news.

Courtney has officially achieved Chartered Financial Planner status which is one of the most respected and prestigious qualifications in the financial planning profession 🏆

This also marks a significant milestone for Border Finance, as she becomes the first member of our team to achieve Chartered status.

Achieving this takes years of hard work and dedication alongside a career in financial services and reflects Courtney’s commitment to providing the highest standard of advice to her clients.

We’re very fortunate to have her as part of Border Finance and look forward to seeing her continue to thrive in this next chapter.

Please join us in congratulating Courtney on this fantastic achievement! 👏

📚 STAFF TRAINING 📚On Thursday 19th and Friday 20th February, our team will be attending staff training and as a result, ...
12/02/2026

📚 STAFF TRAINING 📚

On Thursday 19th and Friday 20th February, our team will be attending staff training and as a result,
the office will be closed on these dates.

We will reopen as normal on Monday 23rd February and respond to all enquiries as soon as possible.

Thank you for your understanding and continued support.

The Border Finance Team 💙

Address

Lochar House, Edinburgh Road
Dumfries
DG13NU

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 4pm

Telephone

+441387247827

Website

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