Colin and Carolynn

Carol

Hello, my name is Carol, and this is my husband, Colin. We’ve been with Lomond Wealth for many years – since the company started – and our financial adviser is Susan Lafferty, who looks after us very well.

Colin

We first became involved with Lomond Wealth many years ago, purely and simply because I was getting to that stage in my career where I wanted some expert financial advice with a view to retiring early.

Colin

I heard about Lomond Wealth because they used to help us with our mortgage. I loved the whole vibe of the company. I loved the ethos and the values of the company. That’s what drew me to Lomond Wealth, and I felt very comfortable and secure with them.

Carol

Susan and Lomond Wealth have helped me mainly with my pension funds. Consolidating the pension funds and having them in one pot is very reassuring, especially when you retire early, because you want the confidence within yourself to know that there is a financial plan put in place for you personally.

Colin

They’ve helped me with everything from mortgages to fixed bonds and ISAs. They’ve helped me hugely with my pension, which was a major change from a defined benefit scheme with my employers to a flexible drawdown. Everything was explained in detail, nothing was rushed, and it gave me so much confidence to be with Lomond and to have Susan as our IFA.

Carol

I feel that my financial future is solid since working with Susan and the wonderful team here at Lomond Wealth. They gave me the confidence to realise that we have enough funds there to provide us with a very happy retirement.

Carol

If I had to describe Lomond Wealth in three words, I would say they are adaptable, caring, and flexible.

Colin

I really look forward to our meetings with Susan and the team at Lomond, because we’re made to feel very welcome, treated as individuals, listened to, and not only that, but we go away feeling confident that our questions were answered. We feel totally confident and reassured that we’re all singing from the same hymn sheet.

Colin

I’ve recommended Lomond Wealth and Susan Lafferty to family and friends, and I’m happy to say that both family and friends alike have listened to me, they’ve been in contact with Susan, and they are very happy with the service that they’ve had from Susan and Lomond as well. So, it’s lovely to feel that I’m an unofficial ambassador for Lomond Wealth.

Carol

The best piece of advice that Susan and the team have given me so far is not to worry about the financial planning. They take all the worry away from me because they have provided a plan that is both suitable and I’m very happy with.

Colin

Susan has been absolutely fabulous because she listens to me and makes things happen; she’s made things happen for me and for us.

Carol

Yes, Susan and Lomond Wealth have opened the world for us.