Based in central Glasgow, Loch Fyne Financial is an independently owned, multi-award winning wealth management practice. We specialise in the provision of comprehensive, Director led investment advisory and financial planning services to a select number of private clients and their families.
We typically work with successful individuals, families and business owners, who are approaching retirement or are already retired. They are serious about bringing structure to their financial affairs and would like to know that they, and their family, will be looked after by a trusted adviser.
Our approach extends beyond traditional financial advice. We help you make critical decisions about your future; establishing what is most important to you and then creating a plan that brings order to your financial situation and allows you to achieve your goals.
We focus on building long-term, collaborative relationships with an emphasis on personalised service. Our commitment to honest conversations and a strong desire to be open and transparent in all of our dealings, will help build trust and give you confidence that your affairs are in safe hands.