Lomond Wealth
We believe that in personal financial and wealth management, personal comes first for a reason.
Buster -
Happy Father's Day. May the fish be biting, the football exciting, and everyone laugh at your Dad jokes.
Happy Birthday Your Majesty
Good luck to Scotland opening the Finals against hosts Germany today!
On this day, Scotland opened the World Cup with a 2-1 loss against Brazil, backed to the end by the . Now 26 years later, they're off to open another major finals at against hosts !
And for anyone who might have picked up £10k of shares in maker back when Tom Boyd's own goal was painfully trickling over the line, well, they'd now be valued at over £72k. Would you trade it for 3pts this Friday?...
(Psst... This is not financial advice, but we do love a bottle of ginger.)
A few long deep breathes can instantly reduce your stress levels. Like when Scotland kicks off against Germany next week.
- "I've been with Lomond Wealth for years, and now my kids use them too. They've looked after us well."
Remember! If you didn’t use all your pension contribution allowance in the last couple of years, we can help you roll some of it forward to this year. Ask us how: https://bit.ly/3ibG9dp
- Dollar Cost Averaging might sound like jargon that's staight from Wall Street. But it's all about steady, regular investing with the goal of reliable long term gains.
May is arguably one of the best times to retire. The warmer and brighter months ahead can help you stay happy and active as you transition away from work.
Did you know Harrison Ford was paid just $10k to play Han Solo in the first Star Wars film? But rather than push for more, he accepted the part. Fast forward to 2015 and he was paid $20million playing the lovable rogue in The Force Awakens? That's a pretty good return, even over 40 years.
It's a whole new year means a whole new ISA allowance of up to £20,000. Not got an ISA yet? Talk to us about how investing in a Stocks & Shares ISA compares to the other options on the market: https://bit.ly/3ibG9dp
- "After a couple of confusing meetings elsewhere, it was nice to meet with someone who explained things on my level."
Today is . Why not take a second to discover what this day means at https://www.earthday.org/ and if you want to find out how ethical investmenting can leave you and the planet better off, get in touch with us today: https://bit.ly/3ibG9dp
- We use to show you how a wide range of potential scenarios could affect your future financial plans. This gives you greater peace of mind throughout your financial journey. To find out more get in touch with us today: https://bit.ly/3ibG9dp
Spring is great for fishing, golf, cycling and so much more. Which hobbies will be keeping you busy in retirement?
A new tax year means a fresh allowance of up to £60,000 in pension contributions. Talk to us about making a bigger bang with your pension pot in 2024: https://bit.ly/3ibG9dp
Just your annual reminder that as a , our advisors will never try to fool you. Even today.
We all love a long weekend! And time spent with family is one of the best investments we can think of.
- "It just feels good knowing my pension is not just being looked after by a chartered advisors, but also nice people."
Last chance to take advatange of your ISA and pension contribution allowances. We're here to help you get even closer to your financial goals before the end of tax year deadline. Get in touch today: https://bit.ly/3ibG9dp
March means better weather is just around the corner (hopefully). We can't wait to get outdoors again and be more active. Although we'll continue to leave the Ultra Marathons to Derek.
Check out the new website of our friends The Glasgow Law Practice. Looking good guys well done to all involved.
- is something to really think about as we enter the new business year. Anything can and will happen in life. So get in touch today, to prepare for 'anything': https://bit.ly/3ibG9dp
Our no-jargon breakdown of the full UK Budget Announcement for Spring 2024 is now available. You can find it on our website at:
UK Budget Announcement Guide - Spring 2024 - Lomond Wealth Get a clear and simple breakdown of the Government's latest Budget in our no-jargon UK Budget Announcement Guide for Spring 2024.
Don’t forget! This is the first year of the £60k pension contributions allowance. Get in touch now to top up your pot before the end of tax year deadline! https://bit.ly/3ibG9dp
And the award, for best Mother goes to...
Check out our snapshot review of the announcement yesterday. A full and detailed no-jargon assessment to follow soon as always.
- As Jeremy Hunt delivers the UK Government's today, our jargon-free guide to every announcement will be available ASAP as always.
Just 1 month left! Don't forget to make the most of your £20,000 ISA allowance before the end of tax year deadline.