Julie

My name is Julie Edwards, I’ve been a client of Lomond Wealth since October 2011, and it’s Craig Aitken who looks after me.

To begin with Craig and I went over my history, and primarily he focused on my pensions. I had three old pensions that were doing nothing, so we focused on those three, consolidating them into one.

I heard of Lomond through a fellow who was writing my will. He suggested I get in touch with them, because I mentioned I wanted a financial adviser.

When I had my initial meeting with Craig, I met with him in person, and we just got on. I found him to be knowledgeable and felt that my funds and everything would be safe with them, so that’s why I decided to go with them, and I’m happy as ever!

Over the years, Craig has helped me sort out my pensions, he’s also helped me with my ISAs, given me advice about retirement planning and inheritance planning as well – we’re working on that at the moment. So, over the years, we’ve done quite a lot.

Working with Lomond Wealth, I feel under control and my finances are safe. I can check in if I have any questions and ask them, and I get responses. I feel very, very comfortable that I’m being looked after, and that my money is making money for me.

One of the best things about working with Craig and Lomond Wealth is knowing that my money is safe. I read so often about charlatans walking away with the money and disappearing off, that hasn’t happened, he’s made the money grow overall, and it even grew when other things were dropping. So, I find that they know what they’re doing, and I don’t get in their way.

I’m not going into retirement thinking, “Oh, what am I going to do?” it’s all under control and when I speak to Craig, he’s very pragmatic, and says “This is what I think you should do” and if I don’t do it, he doesn’t get all upset, he doesn’t get annoyed, he just says, “All right, no problem.” At the end of the day, he says, “This is our advice to you, you can take it or not, and there are no hard feelings.”

If I were to describe Craig in three words, I would say he is knowledgeable – he knows his stuff and if I have a question, he gives me a solid answer, there’s no, “Oh, what I’m going to do?” He’s pragmatic. He’s approachable – if I have a question or concern, he takes it on and listens. He’s serious about it and gives me the answers I need. Finally, I find him personable. I enjoy working with Craig very much, and have done for several years, and look forward to working with him for more years to come.

I would recommend Craig and Lomond Wealth to anybody looking for financial advice, because they are knowledgeable, they know what they’re doing, they’re personable, they have a great website – it’s online and everything is secure, messages are secure, there are no emails disappearing off into the ether. I find them very professional and if I have questions, they are only at the end of a telephone call or an email, so I would certainly recommend them.