Lomond Wealth4 days ago
Today is World Mental Health Day 💚
Looking after your mental health is just as important to your overall wellbeing as your physical health.
Taking small steps to protect your mind can make a big difference, both personally and professionally.
Here are 5 simple techniques to help maintain a healthy mind:
Looking after your mental health is just as important to your overall wellbeing as your physical health.
Taking small steps to protect your mind can make a big difference, both personally and professionally.
Here are 5 simple techniques to help maintain a healthy mind:
Lomond Wealth7 days ago
Thinking about what happens after you’re gone isn’t easy, but making those decisions now can give you and your loved ones real peace of mind.
Having a will in place ensures your estate is managed according to your wishes, and setting up a Lasting Power of Attorney (LPA) means trusted people can make important decisions on your behalf if you’re ever unable to.
We’ve created a helpful guide, “12 practical reasons to write a will and name a Lasting Power of Attorney,” to walk you through what to consider and how to get started.
Click the link in the comments below to download your copy 👇
Having a will in place ensures your estate is managed according to your wishes, and setting up a Lasting Power of Attorney (LPA) means trusted people can make important decisions on your behalf if you’re ever unable to.
We’ve created a helpful guide, “12 practical reasons to write a will and name a Lasting Power of Attorney,” to walk you through what to consider and how to get started.
Click the link in the comments below to download your copy 👇
Lomond Wealth2 weeks ago
Say hello to Danielle, our Senior Administrator in the Hamilton office 👋
With over 10 years of administrative experience, including more than 5 years in financial services, Danielle takes real pride in her work.
She’s adaptable, happy to take ownership of tasks, and is always building on her knowledge, having recently obtained the Certificate in Financial Services.
Outside the office, Danielle enjoys finding new and interesting places to eat out, as well as spending time with her sausage dog, Nellie.
With over 10 years of administrative experience, including more than 5 years in financial services, Danielle takes real pride in her work.
She’s adaptable, happy to take ownership of tasks, and is always building on her knowledge, having recently obtained the Certificate in Financial Services.
Outside the office, Danielle enjoys finding new and interesting places to eat out, as well as spending time with her sausage dog, Nellie.
Lomond Wealth2 weeks ago
Every month at Lomond Wealth, we create a newsletter filled with useful insights and important financial planning tips.
This month, you can read about:
➡️ Why the Labour government could reform the State Pension and what it means for you
➡️ 3 ways behavioural bias could affect your approach to estate planning
➡️ 5 challenges a financial midlife MOT could help you overcome
…and more. Click the link in the comments below to have a read 👇
This month, you can read about:
➡️ Why the Labour government could reform the State Pension and what it means for you
➡️ 3 ways behavioural bias could affect your approach to estate planning
➡️ 5 challenges a financial midlife MOT could help you overcome
…and more. Click the link in the comments below to have a read 👇
Lomond Wealth3 weeks ago
Say hello to Carol Dick, one of our Administrators based in the Hamilton office 👋
Carol provides vital administrative support to the team and specialises in processing mortgage applications, working closely with both clients and lenders to make sure everything runs as smoothly as possible from start to finish.
Outside the office, Carol enjoys going to the gym and heading off on holidays.
Carol provides vital administrative support to the team and specialises in processing mortgage applications, working closely with both clients and lenders to make sure everything runs as smoothly as possible from start to finish.
Outside the office, Carol enjoys going to the gym and heading off on holidays.
Lomond Wealth3 weeks ago
It’s UK Savings Week, so we thought we’d share 3 simple money-saving tips you could try 💰