07January

Lomond Financial Management in FT Advisers Top 100!

We are proud to announce that Lomond Financial Management has been named 84th in the FT Advisers Top 100 list for 2018. The list is a comprehensive ranking of financial advisers currently operating in the UK and this year the criteria has been updated to include factors that investors really care about.

Derek Fish Director said

“It is a fantastic achievement to be acknowledged in the top 100 IFA’s for a business of our size. This achievement reflects the great teamwork and cooperation that exist amongst our staff and their dedication to providing our clients with outstanding service.”

The ranking this year differs significantly from those produced in previous years, rather than being based purely on sales, the list now ranks firms based on factors that are key to investors seeking the best person to assist them with their finances.

The growth rate of advisory businesses, the number of years of experience each business has managing assets in different economic and interest-rate environments and how highly qualified its advisers are have all been considered as key factors this year.

Lomond Financial Management has a team of very highly qualified advisers with three of the team already holding Chartered Financial Planner status which is the highest qualification available. As a very experienced team, we have been able to advise clients on the best funds for their needs generating the best yields from the investments we offer. This is reflected by our ranking on the list showing how our assets under management naturally grew based on wise investment choices by our team.

Lomond Financial Management is committed to helping our clients through the financial ups and downs and where uncertainty is greater than usual experience is key. We are delighted to receive this award which recognises our commitment to delivering on our company values by keeping the promises we make to our clients, building great relationships and supporting and developing our team’s knowledge.

Lomond Financial Management in FT Advisers Top 100!
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