Christmas 2024 Opening Hours
Please note, our office will be closing at 4pm on 23rd December, and will reopen on Monday 6th January 2025
Here at Advice for Life Financial Planning, we believe that good financial advice should be an ongoing process - one which evolves and adapts to the many changes and challenges that life brings.
We can provide a face to face, or fully remote service, and our vision is to help you to fulfil your financial goals. We aim to become a trusted adviser for you and your family now, and in the future.
Please note, our office will be closing at 4pm on 23rd December, and will reopen on Monday 6th January 2025
We are a well known, established firm, and our experienced staff have been working together for many years. We are trusted by our clients and their families, and have built up a reputation for providing reliable, clear and concise Financial Advice. We have grown to become one of the largest and most trusted financial advice firms based in the South of Scotland.
Regardless of what stage of life you are at, we can help you plan for the future, whether you’re thinking about buying your first home, putting money aside for your children, or planning for your retirement. We can also ensure that plans are in place to make sure that your loved ones will be financially secure if you are no longer here to provide for them.
We understand that everyone is different, and that your financial needs are unique, so the help and advice we give is designed just for you.
We believe that everyone can benefit from the services we offer, and that’s why our experienced team of advisers look after both private and business clients throughout Dumfries and Galloway, Cumbria and beyond. We are proud to be a locally based business, but as you can see from the map opposite, we have clients throughout the whole of the UK.
We appreciate that with the fast pace of modern life, sitting down and discussing your financial objectives can often be a challenge, that’s why we are committed to offering client meetings whenever and wherever is most convenient for you.
Typically we can meet you at your home, place of work, at our offices. We can also offer online meetings if preferred.
What our clients say about us