Lomond Financial Management Group Ltd

Name: Lomond Financial Management Group Ltd
Address: Pavilion 1, Castlecraig Business Park, Stirling, Stirlingshire, FK7 7SH, GB
Telephone: 01786 542410
Price range: $$
Rating: 5

aka Lomond Mortgage Solutions, Lomond Financial Management Group Ltd

Authorised FRN 488153 5.0 (10)

About

With offices in Stirling and Hamilton in Scotland, Lomond Wealth is the wealth management and financial planning partner to help you achieve your goals.

Source: lomondwealth.com

Contact & Location

Address

Pavilion 1, Castlecraig Business Park, Players Rd, Stirling FK7 7SH, UK

More advisers in Stirling

Phone

01786 542410

Website

lomondwealth.com

View on Google Maps

Opening Hours

Monday9:00 AM – 5:00 PM

Tuesday9:00 AM – 5:00 PM

Wednesday9:00 AM – 5:00 PM

Thursday9:00 AM – 5:00 PM

Friday9:00 AM – 4:00 PM

SaturdayClosed

SundayClosed

Specialisms

Mortgages Pensions Retirement Investments

Regulatory Information

FRN: 488153
Status: Authorised
Date Authorised: 2 January 2009
Years Authorised: 17 years
Regulator: FCA
Disciplinary Record: Clean Record

FCA Permissions (14)

Show all permissions

✓Acting as a CBTL arranger
✓Acting as a CBTL advisor
✓CBTL Status
✓CBTL Effective Date
✓Agreeing to carry on a regulated activity
✓Advising on Pension Transfers and Pension Opt Outs
✓Debt-counselling
✓Credit Broking
✓Making arrangements with a view to regulated mortgage contracts
✓Arranging (bringing about) regulated mortgage contracts
✓Advising on regulated mortgage contracts
✓Making arrangements with a view to transactions in investments
✓Arranging (bringing about) deals in investments
✓Advising on investments (except on Pension Transfers and Pension Opt Outs)

Companies House

Company Number: SC274673
Company Status: Active
Incorporation Date: 13 October 2004
Directors: 1
Accounts Category: Total Exemption Full
Last Accounts Filed: 31 March 2025
SIC Codes: 66190

Team (16)

Susan Lafferty
ApprovedCertified
Archibald Craig Aitken
ApprovedCertified
Derek James Fish
ApprovedCertified
Alexander Campbell Buchan
Certified
Steven Finlay
Approved
Graham Grant
Approved
Graeme Sinclair Davidson
Approved
Sophie Louise McDonald
Approved
Lynn Ann Barclay
Certified
Raymond Bond
No longer required
Leanne Marie Cassidy
Certified
Leigh Elizabeth Townsley
Certified
Gillian Irvine
No longer required
Alistair Lafferty
No longer required
Elizabeth Melville Lafferty
No longer required
Rona Fish
No longer required

Google Reviews

5.0

10 reviews on Google

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Sourced from Google Business Profiles. We display the aggregate rating and review count but do not host individual reviews. Data is refreshed periodically.

Quick Facts

Stirling, Scotland
17 years FCA-authorised
20 registered individuals
4 specialisms
14 FCA permissions
CH SC274673

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Data Sources

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This listing is auto-generated from publicly available data on the FCA Financial Services Register and Companies House. approval.co.uk does not endorse or recommend this adviser or firm. Verify current authorisation status at register.fca.org.uk.