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Lomond Wealth
Lomond Wealth3 days ago
“Quitter’s day” has already passed for 2026, marking the point at which people are most likely to give up their new year’s resolutions. 🎆

In fact, research from Forbes suggests that 80% of people give up before February.

While it’s easy to set ambitious targets, the real challenge is making sure they’re realistic and achievable - especially when it comes to your finances.

A clear financial plan can help you turn your resolutions into practical steps, whether that’s planning for retirement, supporting your family, or simply feeling more confident about the future.

In our latest blog, we share 7 ways financial planning can help you set realistic goals and stay on track throughout the year.

Click the link below to read more. 👇

https://www.lomondwealth.com/news/7-ways-financial-planning-could-help-you-set-realistic-goals/
Lomond Wealth
Lomond Wealth5 days ago
Do you play board games with your family? 🎲

Many people don’t realise that a regular board game night can teach you a lot more than just how to win.

From saving and spending to planning ahead and managing risk, many popular board games include simple money lessons that can spark helpful conversations with your children and grandchildren.

We’ve put together a short guide looking at 7 money lessons your family could learn from board games, and how these ideas can translate into real life.

Click the link below to find out more. 👇

https://www.lomondwealth.com/news/guide-the-money-lessons-your-family-could-learn-from-board-games-this-christmas/
Lomond Wealth
Lomond Wealth1 week ago
As we mark Burns Night this Sunday, it’s a good moment to pause and reflect on the things that matter most: family, community, and looking after one another.

Robert Burns often wrote about fairness, honesty, and thinking beyond ourselves. Those ideas still resonate with us today, inspiring us to continue supporting and spending time with our loved ones.

Whether you’re enjoying a Burns supper this Sunday or have other plans, we hope you have a lovely weekend.

📧 info@lomondwealth.com
☎️ 01786 542410
Lomond Wealth
Lomond Wealth2 weeks ago
The start of a new year often gets us thinking about fresh goals and good habits.

While big resolutions can be hard to stick to, small, simple health choices can make a real difference over time.

A few easy changes you could make include:

🥗 Eating well
🫗 Staying hydrated
🚶 Moving in ways you enjoy
💤 Making sleep and rest and priority
🪙 Looking after your financial wellbeing

Good health supports everything else in life, including enjoying time with family, friends, and the plans you’ve worked hard for.

Here’s to a steady, healthy start to the year ahead. 💪

📧 info@lomondwealth.com
☎️ 01786 542410
Lomond Wealth
Lomond Wealth2 weeks ago
No one can predict exactly what the year ahead will bring. 🗓️

Markets move, tax rules change, and life has a habit of throwing in the unexpected.

What matters isn’t trying to guess the future, but having a plan that’s built to cope with it.

A good financial plan can help you:

➡️ Avoid knee-jerk decisions
➡️ Stay focused when things feel uncertain
➡️ Feel more confident about reaching your long-term goals.

We can help you prepare for whatever 2026 might throw your way. Drop us a message to find out how. 💬

📧 info@lomondwealth.com
☎️ 01786 542410
Lomond Wealth
Lomond Wealth3 weeks ago
January is often a quieter month, and that can make it a good time to pause and take stock.

After the chaos of the festive period, many people find this a helpful moment to look at their finances with a clear head.

A simple check-in can help you:

🪙 Boost your confidence about the path you’re on
🪙 Ensure your goals still match your future dreams
🪙 Adjust your plan if your circumstances have changed.

Financial planning isn’t all about big transformations.

Sometimes it’s about reassurance and making sure you’re still on track.

If you want to make sure your financial plan will see you through 2026, we’re here to help. 👋

📧 info@lomondwealth.com
☎️ 01786 542410

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