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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.

£260,000

is the value of a pension pot needed for an income of £26,728 combined with state pension.
Source – Royal London

22%

of people worry they won’t have enough money to do the things they have planned in retirement.
Source – Scottish Widows

£19.4bn

Worth of unclaimed pension pots – the equivalent of almost £13,000 per plan.
Source – 4 steps to keeping track of your pension

64

is the average retirement age in the UK
Source – Can I afford to retire early?

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A lady sitting outside in a garden

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.

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An old couple holding hands on the beach

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.

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A couple discussing in front of a laptop

Karen is a 40-year-old receptionist and Steve is a 50-year-old builder. They have been working long hours for years to give their three children the best possible life.

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Testimonials

Wherever you want
your financial journey
to take you, we know
the way

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.

Insight

Arrange your free initial consultation today

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