Lomond Wealth
Lomond Wealth is a personal wealth management firm that provides financial advice and strategies for investing and retirement planning.
- Financial Planning
- Retirement Planning
- Investment Planning
- Protection Planning
- Inheritance Planning
Locations
Digital Popularity
Popularity over time
Competitors
Wessex Financial Planning provides independent and impartial financial advice tailored to individual needs.
Webster Associates Ltd is a personal wealth management service that provides bespoke financial advice tailored to individual client needs.
Company Details
Lomond Wealth is operated by Lomond Wealth Management Ltd and is a Active company incorporated on 8 February 2016 with the registered office located in Hamilton, Lanarkshire. Lomond Wealth Management Ltd was registered 9 years ago.
Status
Active
Size
Small
Directors
2
Age
9 years old
Employees
14
Turnover
Unreported
Total Assets
£1.74M
Cash in Bank
£357.12K
Total Liabilities
-£463.14K
Teams
8
5
3
2
Office Manager • Joined Mar 2024
Operations Director • Joined Jul 2020
Director/Chartered Financial Planner • Joined Aug 2016
Financial Administrator • Joined Oct 2023
Administrative Assistant • Joined Sep 2021
Paraplanner • Joined Mar 2023
Senior Paraplanner • Joined Oct 2016
Financial Advisor • Joined Jan 2024
Director/Chartered Financial Planner • Joined Aug 2016
Financial Administrator • Joined Oct 2023
Paraplanner • Joined Mar 2023
Senior Paraplanner • Joined Oct 2016
Financial Advisor • Joined Jan 2024
Office Manager • Joined Mar 2024
Financial Administrator • Joined Oct 2023
Administrative Assistant • Joined Sep 2021
Office Manager • Joined Mar 2024
Operations Director • Joined Jul 2020