At Lomond Financial Management, we appreciate that each and every one of our clients requires individual attention and guidance specific to their unique financial circumstances. Our aim is to address your objectives and aspirations from an entirely holistic perspective and offer you creative solutions tailored to these expectations.
Becoming a client at Lomond Financial Management means that you will be provided with honest independent professional advice that will help your financial security in the future.
Our Services
Retirement Planning
We provide pension advice and solutions specific to your needs, working with you well into your retirement.
Investments
We are not tied to any single provider so will advise on the most suitable solution for you across a range of products and providers.
Inheritance Planning*
Our clients can be assured that the future of their family is in experienced and trusted hands. Find out how we can protect your family’s future.
Savings and Mortgages**
The saving is in the detail here. Is your nest egg performing at an optimal level, or is it time for a mortgage review or buying a new home?
Tax Planning*
Just because the rules and processes seem confusing doesn’t mean that you have to stay confused. Let us help you evaluate the most efficient vehicle.
* Not all Inheritance Tax or Tax Planning is regulated by the FCA.
** Your home may be repossessed if you do not keep up repayments on your mortgage.
** We charge a fee of £299 which falls due on provision of the advice provided to you in recommending a mortgage deal.
Here to help
Our aim is to help individuals and businesses to achieve their financial goals. Our approach is straightforward. You tell us about your current situation and about your financial objectives and when you want to achieve them.
We develop a practical plan designed to help you meet those objectives. We’ll discuss the plan with you and agree the course of action you want to take. Whilst the final decisions are of course yours, we’re here to help and guide you with jargon-free advice both now and in the future.
Want to know more?
To find out more or to arrange a meeting with us, please call
01389 755868, or email stuart@lomondfinancial.com