Service Proposition

At Lomond Wealth Management, our aim is to create a wealth strategy with you, provide excellent advice and an unsurpassed service. In short, a client experience that you would not find elsewhere.

WE HAVE A SIX STAGE FINANCIAL PLANNING PROCESS WHICH CONSISTS OF:

  • A fact finding initial meeting
  • Understand your needs and objectives
  • Analysis of your existing circumstance
  • Recommending an appropriate strategy
  • Implementing your strategy
  • Regular reviews and support if required

Wealth Management Plus

Our Wealth Management Plus service is our most comprehensive service proposition that covers all areas of financial planning combined with the most frequent reviews and updates. It is aimed at clients with complex financial planning needs who will benefit from a hands on long term relationship with their adviser.

Wealth Management

Our Wealth Management service covers all areas of financial planning combined with regular annual reviews. This service is aimed at clients with complex financial needs who will benefit from a long term relationship with their adviser.

Financial Management

Our Financial Management service is focussed on delivering your financial plan and keeping you updated on its progress. This service is aimed at clients with less complex financial needs who require less frequent access to their adviser.

Core Management

Our Core Management service is our entry service level and is aimed at clients with less complex financial needs who require less frequent access to their adviser.

Transactional

Our transactional level of service is designed for clients who do not require any further or ongoing financial advice.

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Ground Floor Left, Pavilion 1, Castlecraig Business Park, Players Road, Stirling. FK7 7SH
01786 542410  info@lomondwealth.com

International House, Stanley Boulevard, Hamilton International Technology Park. G72 0BN
01698 254111  admin@lomondwealth.com