Border Finance Ltd

Border Finance are a fully independent wealth management firm founded by Andrew Finnie in 2004. We’ve grown from a small, family-run business to a company now with over £250m of funds under management, employing 11 dedicated staff members. Despite this, we don’t take a ‘one-size-fits-all’ approach to financial planning, we take time to get to know you because we understand the importance of receiving advice tailored to you and your circumstances. Border Finance caters for clients looking for advice in the following areas: · Retirement Planning & Pensions · Pension Withdrawal Management · Investment Planning · Intergenerational Planning · Protection Planning · Mortgages (Residential & Buy to Let) · Equity Release In 2021, Border Finance were the most highly rated independent financial adviser in Scotland (and among the highest in the UK) for the third year running in a published survey in The Times in association with VouchedFor. The latest quarterly review from VouchedFor saw our overall review score remain at 4.9 out of 5.