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WELCOME TO ADVICE FOR LIFE FINANCIAL PLANNING

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.

PENSIONS

INVESTMENTS

PROTECTION

MORTGAGES

 



MR J

Maria is always friendly and very helpful all the time. She reviews my plans on
an annual basis and always explains my position clearly.

I would highly recommend her.

Read more

Maria McMillan

MR H

Pamela has provided me excellent mortgage advice over many years. I've always
found the advice well presented, making it easy to understand.

Happy to recommend.

Read more

Pamela Sloan

MR G

Shaun displays all the qualities I wanted when planning my future.

He has a way of discussing and explaining things that makes you feel both at
ease and informed. I have recommended him to friends and professional contacts
and received similar feedback.

Read more

Shaun Murphy

MRS MCH

My Financial Adviser has always given great advice, which I trust.

I have Mrs McMillan's support, she understands what my needs are.

I have recommended Maria to my friends and will do so in the future.

I have a secure wellbeing with Maria.

Read more

Maria McMillan

MR & MRS J

We have been clients of AFL for eighteen years.

Paul Malin was our first adviser who wisely sorted out our pensions and savings
for us.

Over the years we have trusted him implicitly whilst watching our investments
grow.

Maria MacMillan now handles our investments and pensions with the same
dedication.

We highly recommend anyone wishing to get sound, trustworthy advice on investing
to speak to AFL.

Read more

Maria McMillan

MISS E

As a self-employed hairdresser, I wasn't sure how I would pay my new mortgage
and the rest of my bills if I got sick.

I went to AFL for advice, and they not only provided me with mortgage insurance
and critical illness cover, they also provided me with an income protection plan
in case I was off work with a short term accident or illness. All of this was
for the same monthly price that the bank had quoted me for basic mortgage
insurance. I couldn't believe it.

They also advised me on how and why I should start saving for retirement. I now
have a pension plan in place. The tax benefits alone are worth it!

I am so glad I went about seeking professional financial advice as there is no
way I could have done this myself. I now feel safe and secure that my bills will
be paid and I feel comfortable knowing that I am saving into my pension and
won't have to fully rely on the state pension when I retire.

Read more

Maria McMillan

MRS J

My adviser provided me with straightforward and comprehensive advice.

As a first time buyer, the world of mortgages is daunting, I was given guidance
and reassurance for the duration of the process, and I  used the same adviser
for future property mortgages.

I would not hesitate to recommend her.

Read more

Pamela Sloan

MRS C

After receiving a recommendation from a friend when I was looking for mortgage
advice, I found Pamela gave me clear easy to understand and objective advice,
offering me options that enabled me to make the best choice for my
circumstances.

Following my experience with AFL Mortgage services, I was then introduced to
Shaun who again has offered open, objective and clear advice in laymen’s terms
about my pensions and some investments.

AFL Planning Services have provided me with ongoing support and advice and I
would have no hesitation in recommending them as  Financial Advisors

 

Read more

Shaun Murphy

MRS P

Maria is a good adviser, she listens to what you would like to do with your
money, then advises on the best way to do it.

She asks a lot of questions, but this is because she can then find out which
investments and level of risk you would like to take, then points you in the
right direction.

If you need any help or advice, she is only on the end of the phone or you can
call into the office just about any time you want.

Read more

Maria McMillan

MR C

I would be lost without my adviser. 

He has always given sound, trustworthy advice.

He always advises on what is best for my situation, and puts my interests first.

He has always went over and above, and the service is always exceptional.

I would have no hesitation in recommending him to anyone.

Read more

Shaun Murphy

MRS W

My husband Jack and I first met with AFL back in 2005 when we were seeking some
investment advice. We found AFL to be informative, friendly and most
importantly, we trusted them with our savings. They came to see us every year to
review our plans and ensure that they continue to be suitable for us. 

When Jack sadly passed away in February 2017, AFL used their utmost discretion
and managed to ensure that the transfer of funds was done as smoothly as
possible. They continue to manage and review my plans on an annual basis and
thanks to that, my investments are now in the most tax efficient environment. If
and when I need access to my savings, it’s just a simple phone call and they
take care of it for me. I am glad that we went to see AFL when we did as I don’t
think I would be in the position I am in today if I hadn’t.

 

Read more

Maria McMillan

MRS B

I have always found that my adviser is very patient, and good at explaining
financial matters, and any queries put to her.

Her advice on investments is sound - I continue to be very pleased with their
performance.

during a recent period of great personal stress, I received prompt attention and
was very grateful for the support received.

Read more

Maria McMillan

MRS C

After receiving a recommendation from a friend when I was looking for mortgage
advice five years ago, I found the Advice for Life team gave me clear easy to
understand and objective advice, offering  me mortgage options that enabled me
to make the best choice for my circumstances.

Following my positive experience with Advice for Life‘s Mortgage services, I was
then introduced to the investment team who again gave me open, objective and
clear advice in laymen’s terms about my pensions and some investments.

Over the last five years, I have continued to contact Advice for Life for
information as my circumstances have changed, and they continue to give me great
support.  I would have no hesitation in recommending them as Financial Advisors

Read more

Shaun Murphy

MR K

We are very happy with Maria of AFL handling and advising us with our financial
investments.

Read more

Maria McMillan

MRS B

Shaun Murphy took on my elderly aunt to build a new portfolio.

He has been attentive, sincere, honest and supportive throughout our
negotiations and I consider ourselves extremely fortunate to have had him
recommended to us.

Read more

Shaun Murphy

MRS H

I contacted Advice for Life as I had recently bought my first house and needed
insurance in place for the mortgage. I had no idea where to start online and
wanted to speak to someone direct so they could advise me correctly. 

Eloise explained everything thoroughly and answered all questions I had and made
sure I fully understood what I was taking out.

I chose Advice for Life as they are local, and I was recommended by friends who
also use them. I was extremely happy with the service provided as not only did
we get a good deal, it was also fast an efficient. It was also good to know I
could call or e mail if I ever had any issues and I would definitely recommend
to my friends in the future if they ever need to speak to someone for advice.

Read more

Shaun Murphy

MR S

I have had the pleasure of working with Shaun for a number of years. His advice
and guidance has been easy to understand and follow and he has always been
available to allay any concerns or proactively suggest any investment/savings
avenue that may suit us.

I would have no hesitation in recommending him and have done so.

Read more

Shaun Murphy



WHAT'S HAPPENING AT ADVICE FOR LIFE?

NEW OFFICE!

It's been a long wait...

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Read more

SOLWAY SHARKS SPONSORSHIP

Advice for Life are delighted to be supporting the Sharks in their upcoming
season!

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Read more
View our Blog

ABOUT US

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.

ADVICE FOR LIFE, AT A TIME & PLACE THAT SUITS 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.


Contact Us



WHAT OUR CLIENTS SAY ABOUT US



 * How We Help
 * Our Team
 * Events
 * News/Blog
 * Contact

 

Advice for Life Financial Planning are proud to support Dementia Friends
Scotland.

Advice for Life Financial Planning is a trading style of AFL Financial Planning
Services Limited which is an appointed representative of Quilter Financial
Limited which is authorised and regulated by the Financial Conduct Authority.

Proudly supporting football in the community. Bringing business together through
youth football.

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Advice for Life Financial Planning is a trading style of AFL Financial Planning
Services Limited which is an appointed representative of Quilter Financial
Limited which is authorised and regulated by the Financial Conduct Authority.

Registered as a Limited Company in Scotland No. SC549176 Registered Address:
Offices F1-F4, Monreith House, The Crichton, Bankend Road, Dumfries, DG1 4ZZ

Approver Quilter Financial Limited. 18/07/2023

The Financial Conduct Authority do not regulate taxation advice, trusts, some
buy to let mortgages and inheritance tax planning.

The guidance and/or information contained in this site is subject to UK
regulatory regime and is therefore targeted at consumers based in the UK.