Lomond Wealth Management

Independent Financial Adviser  Lomond Wealth Management, Pavilion 1, Stirling, FK7 7SH
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FCA authorised
Last authorised 29th November 2021
At Lomond Wealth we are inspired by people, not numbers. Our advisors care about building lasting relationships, just as much as lasting wealth. We are driven by the dreams of our clients, working closely with them to form strategies that will realise their hopes and mitigate their fears around investing. Because we believe that in personal financial and wealth management, personal comes first for a reason.
We can advise you on
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Annuity purchase
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Auto enrolment
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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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Stakeholder
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Equity release
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Flexible mortgages
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High loan to value
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Mortgage protection
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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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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Investment trusts
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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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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
Meet our advisers
MR Derek Fish
Managing Director/Chartered Financial Planner
Mr Craig Aitken
Specialist Adviser
Mrs Leigh Townsley
Chartered Financial Planner
Miss Susan Lafferty
Senior Financial Planner
About us

At Lomond Wealth we are passionate about helping people organise their financial affairs to achieve the best possible outcomes, whether it is helping you to build, grow or protect your wealth. Our advisers all have over 15 years experience in advising clients and are backed up by a dedicated support team. With offices based in Stirling and Hamilton, Lomond Wealth Management are suitably positioned to serve clients throughout Scotland.

At the heart of everything we do are our company values of honesty, professionalism, approachability and technical knowledge. These values are integral to our culture and business ethics, and we promote them as the set of behaviours that we expect all of our people to embrace to help us exceed our clients' expectations.

Getting the right financial advice in an uncertain world where change is constant is now more important than ever. This is where we can help.

Our services

We are experts in the language of Pensions. All advisers hold the advanced pension qualification ensuring we can offer advice in the most complex of areas.

Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£51,000
Minimum mortgage value
£101,000
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face

Lomond Wealth Management, Pavilion 1, Castlecraig Business Park, Players Road, Stirling, FK7 7SH

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