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Welcome to truly personal wealth management
At Lomond Wealth we are inspired by people, not numbers. Our advisors care about building lasting relationships, just as much as lasting wealth. We are driven by the dreams of our clients, working closely with them to form strategies that will realise their hopes and mitigate their fears around investing.
Because we believe that in personal financial and wealth management, personal comes first for a reason.
Joanne has spent most of her working life as a senior executive in a private sector bank. As she moves into her 60’s she wants to take a step back and free up more time for family and other things she is passionate about in her personal life, such as travel. However, she feels it is a little early to stop working altogether and would like to ease into retirement by cutting back to three days a week at work.
Henry is 55 and was recently made redundant by his employer. He isn’t very keen to return to full-time work, but he doesn’t feel comfortable that he has the financial resources to fully retire and wants to consider his options.
Wherever you want
your financial journey
to take you, we know
The world of investing can seem intimidating, but we pride ourselves on making confusing financial jargon easy to understand. Everyone has a vision for where they would like to be financially. Unfortunately, without a little guidance many people will fail to get there. Investing for your future is a long journey, and it is important to choose an advisor who will be with you every step of the way.