Lomond Wealth Management
Initial consultation free
Independent
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
Clients
helped
49helped
Minimum
pension value
£250k+pension value
Minimum
wealth
£50k+wealth
Minimum
mortgage value
£100k+mortgage value
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
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
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