0330 038 8941
Based in Stirling
View locationTop Rated 2026
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedbackVerified since: December, 2025
4.9 out of 5
Checks carried out by VouchedFor
FCA Regulated
Derek and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct AuthorityLast checked: 21 July 2026
Derek and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
57
Recent Client Reviews
Derek has received 57 client reviews in the past 12 months; 100% of these have been verifiedVerified reviews: 100%
Derek has received 57 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.Last checked: 08 June 2026
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
6
Qualifications Uploaded
Derek has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below6 qualification certificates available to view
Derek has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Derek has not yet added their fees to their profileFees not yet added
Derek has not yet added their fees to their profile
About
Hi, I’m Derek, a Chartered Financial Planner and Managing Director at Lomond Wealth. I specialise in helping people on the approach to and in retirement. My aim is simple: to give you confidence that your income will last so you can live the life you want without the fear of running out of money. I have more than 25 years’ experience and achieved Chartered status in 2012. Away from work, I am most at home in the Scottish mountains, and I also enjoy flying to Scotland’s islands. Lomond Wealth is a Chartered, independent financial planning firm based in Stirling and Hamilton. We help people make confident decisions about their money, from building wealth and protecting what matters to planning for and living well in retirement. Founded in 2016, we now support around 1,100 clients and advise on more than £400 million. Most clients are in Scotland’s Central Belt, though we work with families further afield. If you want clear, personal advice from our friendly, expert team, get in touch today.