Chartered Financial Planners (Corporate)

Scotland & Northern Ireland

FT Adviser Top 100 UK Firm 2024

FT Adviser Top 100 UK Firm 2022

FT Adviser Top 100 UK Firm 2018

Lomond Wealth

Get help to potentially generate a better return on your savings, with a full range of investment options which could include equities, funds and bonds.

Get help on making a plan for a comfortable retirement; whether it's starting a pension or understanding how much you should be contributing to one.

Get help with everything from buying your first property, to remortgaging, or funding investment in property.

Get help understanding and evaluating annuities vs. drawdown, or discussing the other available retirement income options for you.

Get advice on transferring pensions where you do not need a specialist, for example a standard personal pension or one through your employer that is made up ONLY of regular contributions from you and your employer (this should not be a defined benefit pension)

Get help with planning your inheritance and understanding the tax implications of an inheritance you leave, or accessing an inheritance you have received.

Get help to understand the best level of life cover, critical illness cover and income protection for you.

Get help with setting up auto enrolment as an employer, or understand any auto enrolment scheme you are signed up to as an employee.

Get help with setting specific financial goals, seeing how close you are to achieving them and forming a plan to get on track; whether that is planning for an early retirement or planning to buy your first home.

Through the process of being asked insightful questions, financial coaching helps you develop a better relationship with money, feel calmer and more in control, and build habits that can help you achieve your financial goals.