Our Services

Please find below a list of the services I provide and a brief introduction to each financial product area. I would be happy to discuss your requirements so please do contact me for an informal discussion to see how I might be able to help you.

Health Insurance

Health Insurance is probably one of the most important types of insurance you can own. Without it, an illness or accident can have serious long-term financial implications for you and your family.

Most people will be aware that Health Insurance can cover the cost of private medical treatment for any acute conditions you may suffer in the future. However, there are a number of other types of health-related insurance policies which are worthy of serious consideration including critical illness and income protection cover.

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General Insurance

This is an area of financial planning that is often overlooked but it is important for your peace of mind.

It enables you to minimise the effects of unexpected and often unwelcome future events, and helps you to organise your personal and business life with greater confidence.

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Financial Planning

Professional Financial Planning is the process which aims to help you realise your ambitions - whatever they may be. As professional financial advisers we can help you make informed decisions about your financial future - short, medium and long term.

You will almost certainly have plans of one kind or another - buying a home, starting a family, living abroad, perhaps retiring, but such ambitions have financial implications and you can't leave it all to chance. Careful planning aims to help turn your plans into reality and the sooner you start your financial planning the greater your chance of realising your goals.

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Business Insurance

All businesses are exposed to risks in their day-to-day operations. Without insurance cover to provide protection against some of these risks, businesses would find it difficult to operate efficiently and profitably.

All businesses that employ at least one person are legally required to have Employer’s Liability Insurance.

These days, many people are not afraid to seek compensation. No win - no fee advertisements encourage claims, and businesses need to protect themselves against liability claims that could run into millions of pounds. In addition, you could be held personally responsible and even face criminal charges if found negligent.

Adequate insurance is therefore not a luxury - it is an absolute necessity.

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Call us today on

01387 240 075

or complete our short enquiry form
and we'll be pleased to help you.

Tom Donald Financial Service, 62 St Michael Street , Dumfries , DG1 2QF

Office address: 62 St Michael Street, Dumfries, DG1 2QF.

Tom Donald Financial Services is a trading style of Thomas Donald who is an appointed representative of Quilter Financial Services Ltd and Quilter Mortgage Planning Ltd, which are authorised and regulated by the Financial Conduct Authority.

Quilter Financial Services Ltd and Quilter Mortgage Planning Ltd is entered on the Financial Services Register (https://register.fca.org.uk/s/) under reference 440703 and 440718.

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

Approver Quilter Financial Services Limited & Quilter Mortgage Planning Limited. 22/08/2023