"OUR GOAL AT LOMOND WEALTH MANAGEMENT IS TO BE YOUR MOST TRUSTED ADVISER THROUGH OUR HONEST, APPROACHABLE, PROFESSIONAL, AND KNOWLEDGEABLE SERVICE."
Derek Fish, Director.
At the heart of everything we do are our company values of honesty, professionalism, integrity and technical knowledge. These values are integral to our culture and business ethics, and we promote them as the set of behaviours that we expect all our people to embrace to help us exceed our clients' expectations.
This translates into a few key goals which have become our own personal standards for how we treat our customers:
1. We keep our promises
We acknowledge the uncertainties of the world, but when we make a commitment to our clients we do our utmost to deliver on it. We will take responsibility for our actions and deliver what is agreed.
2. We build relationships that last
The team at Lomond Wealth Management is committed to doing what is right for our customers, in the knowledge that they will be our valued clients for many years to come. That's why we pride ourselves on a high standard of personal service, and a high quality of honest advice from our professional, knowledgeable team.
3. We support and develop our team’s knowledge
At Lomond Wealth we continually strive to keep our knowledge up to date. We have an ongoing programme to develop and train our staff and actively support our team members to attain the qualifications and skills they need to provide an excellent service to our clients.