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.
We believe that in personal wealth management, personal comes first for a reason.
We’ve worked hard to build a team of financial management experts who care about building lasting relationships just as much as lasting wealth. Derek Fish, Managing Director
Future Focussed Financial Management
As your financial advisor, our role is to turn your dream into a plan, and that plan into reality. Everything we do today is tailored to what you want to do tomorrow. Whether your aim is to build your savings, grow your wealth or protect what you already have, Lomond Wealth offers expert wealth management, simply and clearly explained.
However, without a commitment to continuous learning, an expert today will not remain one tomorrow. To ensure all of our clients receive industry leading financial advice year after year, we regularly invest in the professional development of our team. Providing them with the skills and knowledge required to build a more fulfilling career, and the most prosperous future for your finances.
Who provides the advice?
- Your adviser – regulated advice
- Paraplanner – research and analysis
- Client support – day to day point of contact