Charis Curtis is a Trainee Paraplanner in our Stirling office, with over 7 years of administrative experience in financial services and knowledge of Pensions, Protection… Read More »Charis Curtis – Trainee Paraplanner
Danielle is a Senior Administrator in our Hamilton office. She has over 10 years of administrative experience, with over 5 years in the Financial Services… Read More »Danielle Quinn – Senior Administrator
Joanne Brooks is the Office Manager in our Stirling office. She holds over 13 years’ experience in the financial services industry, having worked in various… Read More »Joanne Brooks – Office Manager Stirling
Gillian Irvine is a diploma-qualified Senior Financial Adviser in our Stirling office. With over 25 years’ experience in the financial services industry, Gillian is now… Read More »Gillian Irvine – Financial Adviser
Graham Grant joined Lomond Wealth as a Senior Financial Adviser following our acquisition of Graham Grant IFA in May 2024. Graham has built up a… Read More »Graham Grant – Senior Financial Adviser
WE ARE HIRING: FINANCIAL ADMINISTRATOR Full Time, Office Based (Stirling Location) We are hiring anexperienced Financial Administrator to join team Lomond Wealth. The successful candidate… Read More »We Are Hiring: Financial Administrator
Lomond Wealth in Top 100 Financial Advisors UK Lomond Wealth has been ranked in the FT Adviser Top 100 Financial Advisors in the UK for… Read More »Lomond Wealth in Top 100 Financial Advisors UK
As always, our UK Budget Announcement Guide for Spring 2024 offers a clear and simple breakdown of each decision. Click for our UK Budget Announcement… Read More »UK Budget Announcement Guide – Spring 2024
Sandy Buchan joined the Lomond Wealth team as a Senior Financial Advisor following our acquisition of Semple Buchan is 2021. Sandy has over 30 years’… Read More »Sandy Buchan – Senior Financial Adviser
Do you have missing pension pots? Each year, countless pensions go missing. In fact, there’s a massive £26.6 billion in lost pensions in the UK!… Read More »How to find a missing pension: boost your retirement pot!