Loch Fyne Financial Management

Independent Financial Adviser  Loch Fyne Financial Management Ltd, Glasgow, City of glasgow, G2 4QY
First meeting at adviser's own cost
An award winning firm, we work with business owners to help them feel relaxed and secure about their financial future.
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
Response rating
7.0/10
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FCA authorised
Last authorised 25th May 2020
Meet our advisers
Douglas McIntyre
Director

An internationally recognised financial planning credential. The holder must demonstrate a combination of experience, financial qualifications (usually AFPC/DipPFS) or equivalent, an IFP assessment, ongoing educational activity (continuous professional development) and ethical behaviour.

Having achieved the APFS designation, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.

This qualification assesses a knowledge and understanding of portfolio investment management. If passed before September 2010 QCF 3 after then QCF 4

Accreditations
Certified Financial Planner Chartered Financial Planner
What our clients say
In today's business world when you instruct any professional, you often take for granted that the person possesses expert knowledge and ability. What you would wish for in addition to this is a person who has time to listen and understand your issues, in whom you have confidence. Someone who can explain technical issues to you in layman's terms, who will provide reassurance and create bespoke solutions. I therefore recommend Douglas McIntyre of Loch Fyne Financial Management. In my opinion, you need look no further.
Mr D Currie, Glasgow
I have no hesitation recommending the team at Loch Fyne Financial. There are few responsibilities greater in our society - especially in the current economic climate - than the management of a client’s savings to provide a sustainable income in retirement. It requires complete trust and integrity, built on a thoroughly professional, creative and proactive approach to achieving the most beneficial result for me as a client. I have found Loch Fyne Financial to be all of these, and more. They treat me respectfully and as a valued client.
Mr N Bennie, Glasgow
About us

Based in Glasgow, Loch Fyne Financial is an award winning, independently owned investment advisory and financial planning practice. We specialise in the provision of comprehensive, Director led wealth management services to a select number of private clients and their families.

Loch Fyne Financial is a small but highly specialised firm, focused on quality client relationships, not quantity. We have created an environment where our team have the freedom to think, adapt, and thrive for the benefit of our clients - not focus on the pursuit of profit as the ultimate maxim.

Our services

We are a team of experienced finance professionals who understand the complex issues faced by business owners and their families. Our service extends beyond traditional financial advice; we gladly share knowledge and insight to add real value both personally and professionally.

Your bespoke financial plan will consider your business investments, family commitments and planned retirement time frame. As a result, you will gain clarity out of complexity and feel more relaxed and secure about your financial future. Our aim is to give you freedom to focus on your future and the things that matter most to you.

Where to find us
Head office address: Loch Fyne Financial Management Ltd, 234 West George Street, City of Glasgow, Glasgow, G2 4QY
Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£250,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 25th May 2020

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