Core Beliefs

OUR CORE BELIEFS

Our core beliefs and values at Loch Fyne Financial govern the way we do business. They shape our culture and define the character of our company. They also guide the way individual members of our team behave, make decisions and interact with clients. More details on our core values and business practices can be found here.

›  TEAMWORK

We believe the best solutions come from working together with our clients, colleagues and professional partners.

›  TRANSPARENCY

We act with integrity, treating each other and our clients fairly and providing professional services in an open and transparent manner.

›  ENJOYMENT

We enjoy what we do. We employ a small, passionate team who are committed to helping clients to enjoy the freedom that their wealth can bring.

›  WORLD CLASS SERVICE

We are committed to delivering an exemplary service, built around the needs of our clients and sourcing best of breed solutions from across the world.

›  ONGOING IMPROVEMENT

We value learning, feedback, coaching and mentoring. We seek and act upon client feedback and ensure all opportunities for our own learning are pursued.

  • Douglas and his team have provided me and my family with excellent financial guidance over a long number of years – the advice has meant that we have enjoyed great peace of mind, as well as benefiting from a high degree of confidence that our financial future is secure.

    I would readily recommend Douglas and Loch Fyne Financial, especially if you value high quality personal service and an adviser who explains things in a simple straightforward manner.
    Janet Russell, Ayrshire

  • Douglas and his team understand my requirements and attitude to risk, and advise me accordingly. I have an annual review, which is just right for me, and I always leave the review feeling confident that Douglas understands my situation. Every member of the team is friendly and approachable; I feel comfortable contacting them with any queries I have.
    Lynn Johnston, Dunbartonshire