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
One team
Financial planning works best when everyone – our team, you and your family, and our trusted partners – work closely to ensure nothing is missed and everything stays aligned with your goals.
Together, we ensure you receive a joined-up experience, confidence that everyone involved understands your circumstances, and reassurance that the same high standards apply across every interaction.
Trust earned
Trust is built through actions, not promises. Every day we earn it by doing what we say we will do, taking responsibility, and giving honest advice that puts your interests first.
That includes clear recommendations you can understand, reliable support when you need it, and confidence that we will always tell you what you need to hear, not simply what you want to hear.
Future ready
Financial planning is about more than solving today’s challenges; it’s about helping you prepare for the opportunities, changes, and decisions that lie ahead.
For you, that means advice that looks beyond the immediate future, planning that evolves as your life changes, and the reassurance that your finances are being guided by a team that is always looking forward.
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.