We are independent, FCA regulated financial advisors serving Dumfries & the surrounding area. At AB Vision, we search the whole market to deliver tailored financial solutions built around your best interests. Find out more about our team and what we do here.

For years, we’ve helped individuals and families in Dumfries make smarter financial decisions, both for today and the years ahead. Whether you need guidance on your first mortgage, family protection, retirement planning, pensions, investments, or estate planning, we can advise you.

We offer independent, whole-of-market financial advice with local, face-to-face support. All the advice we offer is tailored to your goals and delivered by advisors who understand the communities they serve.

Mortgages – We understand that finding the right mortgage can feel overwhelming, but that’s what we’re here for. AB Vision works with Dumfries residents to track down home loan deals that actually fit your situation and not just whatever’s easiest to sell.

Savings & Investments – Knowing where to put your money can be a lot harder than it looks. Our advisors help people in Dumfries cut through the noise and build a savings and investment strategy that works for their life and their future.

Estate Planning – None of us like thinking about what happens when we’re gone, but having a plan in place makes all the difference. We help Dumfries families protect what they’ve built and pass it on with as little stress as possible.

Pension Advice – A comfortable retirement doesn’t happen by accident. We work with you to understand where you stand today and what you need to do to get where you want to be, so when the time comes, you’re ready.

Protection – Life doesn’t always go to plan. Our protection advice helps Dumfries residents put the right cover in place, so that if the worst does happen, it doesn’t have to mean financial hardship on top of everything else.

At AB Vision you’ll find a team of experienced advisers ready to help with mortgages, savings and investments, pensions, protection and estate planning. We focus on clear, practical advice and personal service. Meet the people who will support you with your financial plans.

“As first-time buyers, we were overwhelmed with the whole mortgage process, but Stephanie guided us through every step. She found us a great deal, explaining everything clearly, and made us feel confident in our decisions. Highly recommend!” – Emma & Josh

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“We needed help remortgaging our home. AB Vision not only secured us a better rate but also showed us how to reduce the term. Great service – beneficial & efficient” – David M

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“I had some savings that weren’t doing much in the bank. Kevin helped me invest in a way that suits my risk level and long-term goals. I’ve seen steady growth and feel like my money is finally working for me rather than the fear of not knowing how to make it work!” – Sophie R

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Read all our Google reviews.

How Do I Book An Initial Meeting?

To book an initial meeting with us, please call or email us on; 01292 263031 or info@abvision.co.uk

Do I Have To Pay for An Initial Consultation Meeting?

No, at AB Vision an initial meeting is complimentary.

Are You Independent Financial Advisors?

Yes, we offer independent whole of market advice. You can view our FCA profile here.

How Much Do You Charge For Financial Advice?

This all depends on what type of financial advice you require. After an initial consultation to learn about your needs, this will allow us to gain an idea of what we need to do to help you.