About us
Financial planning for real people
Lomond Wealth was founded on the principle that financial planning works best when it’s built on trust, understanding, and long-term relationships.
That belief remains at the heart of everything we do and continues to guide our diverse and experienced team.
Together, they help clients organise their finances, understand their future, and plan confidently for whatever comes next.
How we’ve evolved
2016
Lomond Wealth is established
Lomond Wealth was founded by Derek Fish, acquiring Motherwell Mortgages and building on its trusted, family-run legacy and long-standing client relationships.
2018
Expansion into Glasgow
Lomond Wealth expanded into Glasgow through acquiring Semple Buchan, maintaining its client-focused approach while benefiting from wider support and shared expertise.
2024
Acquisition in Dunblane
Clients of Dunblane-based adviser Graham Grant joined Lomond Wealth, ensuring continuity of advice while supporting his transition into a well-earned retirement.
2025
Semple Buchan clients join Lomond Wealth
Following Sandy Buchan’s retirement, Semple Buchan clients fully transitioned to Lomond Wealth, ensuring long-term continuity, stability and ongoing trusted advice.
Our three core values
We are clear about our service
Using straightforward planning and visual projections we help you understand your present and future, so you can see how your decisions today shape the life you want tomorrow.
We always act in your best interests
Through thoughtful guidance, clear communication and ongoing support, we give you the confidence that your finances are in safe hands, so you can move forward without uncertainty or fear.
We build relationships on trust
By taking time to understand you, your goals and what matters most, we build long-term relationships that ensure our advice is shaped around your life, not just your finances.
Our promise to you
You will always know where you stand
It’s our belief that financial planning should be easy to understand. We will always give you clear communication, proactive updates, and no surprises.
You will be treated as an person, not a number
We work with our clients for the long term, building relationships based on a personal service, familiar faces, and attention to what matters most to you.
You can trust us to be open and honest
No matter who you work with at Lomond Wealth, you will receive transparent advice, clear value, and straightforward conversations – always.
Planning to sell your company?
If you’re a financial adviser considering retirement or succession, we offer a supportive transition that protects your clients and the relationships you’ve built.
Retire with us
Supporting our local community
We are proud to support local charities, grassroots sport, and community initiatives across central Scotland, helping make a positive difference beyond financial planning.
Explore how we helpLooking for your next career opportunity?
We’re always looking for talented people who share our commitment to helping clients plan confidently for the future. Discover opportunities to grow your career with Lomond Wealth.
Join us
Start the conversation
If you’re ready to talk, we’re here to listen and help you take the next step forward.