Loch Fyne Financial Management

Independent Financial Adviser Loch Fyne Financial Management Ltd, 234 West George Street, City of Glasgow, Glasgow, G2 4QY
First meeting at adviser's own cost
Response rating
10 /10
FCA verified
16th September 2019
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
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
Meet our advisers
Douglas McIntyre
Director
Accreditations
Chartered Financial Planner Certified Financial Planner
What our clients say
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
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
Where to find us

Loch Fyne Financial Management Ltd, 234 West George Street, City of Glasgow, Glasgow, G2 4QY

Make an enquiry
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.

Advice methods
  • icons
    Face to face
  • mouse
    Online (Live chat, video, email)
  • phoneButton
    Telephone
Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£250,000
Minimum mortgage value
£0
Compliance

Loch Fyne Financial Management Ltd. is authorised and regulated by the Financial Conduct Authority.

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