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Lomond Wealth

Stirling, United Kingdom (UK) · Finance and Banking

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Lomond Wealth is a Finance and Banking company based in Stirling, United Kingdom (UK), founded in 2016, with 10-20 employees. Lomond Wealth's profile is verified on Enterprise League.

Overview

Lomond Wealth is a Chartered Financial Planner firm based in Stirling and Hamilton, Scotland, dedicated to providing expert, jargon-free pensions, retirement planning, investment planning, and protection planning services. We specialize in helping individuals and families achieve their financial goals, building lasting relationships based on trust and understanding. At Lomond Wealth, we prioritize personal connections, working closely with our clients to develop tailored strategies that align with their dreams and mitigate their concerns about the future. With a strong focus on retirement planning and investment management, we empower our clients to live more fully and confidently. Lomond Wealth has been recognised as a Top Rated Firm by VouchedFor, reflecting our commitment to exceptional client service and integrity. We are proud to be Stirling & Hamilton’s only Top Rated Firm, demonstrating our dedication to providing the highest standards of financial advice. We believe that in personal wealth management, personal comes first for a reason.
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Contact Details

+4401786 542410
info@lomondwealth.com

Stirling, United Kingdom (UK), Players Road

+2

Founded

2016

Company Type

Private Limited Company

Employees

10-20

Categories

Financial Services
Finance

Awards

• 2026 OpenSee all

Services

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Retirement Planning Services
Financial Services

We help you plan for a comfortable and fulfilling retirement, considering your individual needs and goals. From pension planning to income drawdown, we’ll guide you every step of the way.

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