Your reviews have helped us become a Top Rated Firm
We’d like to say a huge thank you to all our clients for your ongoing support and the reviews you’ve left us on VouchedFor. Your reviews mean we are VouchedFor Top Rated for the first time.
It’s a privilege to be included in VouchedFor’s Top Rated guide, which is published in the Times this weekend.
As you may know, VouchedFor is a review platform that allows the clients of financial advisers and planners to leave honest, verified feedback. As a result, it’s a valuable tool for those seeking professional financial advice.
Your reviews and our inclusion in the Top Rated guide will support our business ambitions, enabling us to use our expertise to help more people achieve their financial objectives.
VouchedFor assessed our performance across key areas
There are around 6,000 financial advice firms across the UK, and just 165 are included in the 2026 Top Rated guide. We’re particularly proud to be included this year, as the qualification criteria were raised this year.
As well as the number of reviews and our overall rating, VouchedFor assessed our performance based on risk, client advocacy, and how confident clients felt about their financial future.
We’re especially honoured that in Stirling and Hamilton, we are the only firm to qualify.
Securing a spot in the guide is a testament to the hard work of the whole Lomond Wealth team.
As well as celebrating the firm’s inclusion, we’re thrilled that our advisers also have outstanding VouchedFor reviews. Craig Aitken, Susan Lafferty, Sophie McDonald and Derek Fish have been named Top Rated advisers in the guide, thanks to their commitment to their clients.
Thank you for your support
We secured our place in the Top Rated guide thanks to your 138 reviews on VouchedFor and an overall rating of 4.9 out of 5.
Watch the video below to find out why being named a VouchedFor Top Rated financial advice firm is important to us.
We’d like to retain our Top Rated status beyond this year, and you can help. If you haven’t already, you can use the links below to leave us a review. We’d love to hear your feedback, and your rating is always appreciated by our team.
Once again, thank you for your ongoing support. It’s a privilege to work with you and be trusted to help you reach your long-term goals. We look forward to continuing to support you in the future.
Start the conversation
If you’re ready to talk, we’re here to listen and help you take the next step forward.