Giving back

Our community matters to us. To support it, we focus on meaningful partnerships where our time, energy, and fundraising can make a difference.

Making a positive difference beyond financial planning

At Lomond Wealth, we believe responsible wealth management includes supporting the communities around us. Our charitable work focuses on causes where we can make a genuine and lasting impact.

Our main charity partner is Beatson Cancer Charity, which provides vital support to people affected by cancer across the west of Scotland. Through fundraising, donations, and colleague-led initiatives, we help support services that enhance patient care, wellbeing and family support when it matters most.

Alongside Beatson, we also support a range of local charities through volunteering, fundraising, and colleague nominations, building meaningful relationships with the organisations we work with.

People love what we do

The best measure of what we do is how our clients feel. Here’s what they say about working with us.

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Explore their stories

Together, we're building something great

97%

Of clients are satisfied with the speed of response from our advisers

99%

Of clients are satisfied with our understanding of their needs and goals

97%

Of clients are satisfied with our level of communication between meetings

Start the conversation

If you’re ready to talk, we’re here to listen and help you take the next step forward.