Lowland Financial - Galashiels

Lowland Financial: A Trusted Partner for Retirement and Investment Planning

Lowland Financial is a highly regarded independent financial planning firm located in Galashiels, Scotland. Situated at Address: 1 Green Street, Galashiels TD1 3AE, United Kingdom, the company offers comprehensive financial advice and planning services, with a particular focus on assisting clients navigate the complexities of retirement planning. They pride themselves on building long-term relationships with their clients, prioritizing a professional, thorough, and personable approach.

Key Services and Specialties

Lowland Financial specializes in a range of financial services designed to meet diverse client needs. Their core expertise lies in helping individuals plan for a secure and fulfilling retirement. This includes:

• Retirement Planning: Developing tailored strategies to ensure clients have sufficient funds for their desired retirement lifestyle.
• Investment Management: Providing guidance on investment portfolios, considering risk tolerance, and aligning investments with financial goals.
• Financial Planning: Offering holistic financial advice encompassing budgeting, tax planning, estate planning, and insurance needs.
• Pension Reviews: Analyzing existing pension arrangements to identify potential improvements and maximize benefits.

The firm’s dedication to delivering results is reflected in its ability to consistently outperform inflation over the long term, as evidenced by the experiences of many of its clients. Their team utilizes a proactive and adaptable approach to investment management, adjusting strategies as market conditions and client circumstances evolve.

Contact Information and Accessibility

Clients can easily reach Lowland Financial through the following channels:

• Phone: 1896751007
• Website: lowlandfinancial.co.uk

The office is conveniently located at Address: 1 Green Street, Galashiels TD1 3AE, United Kingdom. To ensure a comfortable and productive experience, the premises include wheelchair-accessible toilet and a standard toilet. It's important to note that appointments are required, and the team strongly recommends scheduling an appointment in advance to maximize the value of the consultation.

Client Feedback and Reputation

Lowland Financial has garnered a strong reputation for its client-focused service and demonstrable success. The company maintains an active presence on Google My Business, where it currently boasts 5 reviews, averaging a solid 4.6/5. These reviews consistently highlight the firm’s professionalism, thoroughness, and personal touch. Clients appreciate the team’s dedication to understanding their individual circumstances and developing bespoke solutions. Many emphasize the long-standing relationships they've cultivated with Lowland Financial, spanning several decades and reflecting a profound level of trust and confidence. Specifically, one client reported that the firm’s guidance “has significantly grown their funds well in excess of inflation, even during periods of international downturns,” demonstrating a tangible benefit to their clients’ financial well-being. The emphasis on proactive financial management and ongoing support contributes to the positive feedback received.

Additional Points of Interest

Beyond the core services, Lowland Financial demonstrates a commitment to client comfort and convenience. The wheelchair accessibility ensures inclusivity, while the recommendation for appointments allows for a more focused and productive discussion. The firm’s website, lowlandfinancial.co.uk, provides valuable resources and information for prospective clients, detailing their services and approach to financial planning. The firm’s dedication to accessibility and client satisfaction underscores its commitment to being a trusted and reliable partner in achieving financial goals.

👍 Reviews of Lowland Financial

Andrew P.

5/5

Absolutely first class company. David is very professional, very thorough and very personable. We are a delighted client and would strongly recommend Lowland Financial to guide you through retirement planning and investing.

Graham R.

5/5

Graeme and Lowland Financial have looked after our investments, and given us financial advice, for apprx 20 years. During this period our funds have significantly grown well in excess of inflation, even during periods of international downturns. A highly recommended company *****

Ruth R.

5/5

Offer an excellent level of support, knowledge and advice, and the service provided is always of a very high standard. I have felt very much cared for as an individual by the staff there and the welcome and friendly approach they extend is always a joy.

Bill N.

5/5

David has been a great help over the years and we know we can always depend on him

Elizabeth G.

3/5