Archive for category: Awards and Achievements

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Loch Fyne Financial win prestigious 2014 New Model Adviser® Award

15 Jan 2014/in , /by

We are delighted to be recognised for the third year running in the prestigious New Model Adviser® Awards. This year Loch Fyne Financial took home the coveted New Model Adviser® Financial Planner of the Year for Scotland and Northern Ireland.

The awards are presented by New Model Adviser® , a pre-eminent publication in our profession. They recognise our commitment to delivering a forward thinking wealth management, investment advisory and financial planning service to help clients to plan for their retirement and feel relaxed and secure about their financial future. Read more →

Loch Fyne Financial recognised as top 100 financial planning firm

19 Nov 2013/in , /by

At Loch Fyne Financial we are delighted to have been recognised as a top 100 financial planning firm in the prestigious New Model Adviser Top 100 Financial Planning Companies list; an accolade that celebrates the financial planning firms that are at the very top of their profession, from right across the UK. Read more →

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Loch Fyne Financial explain their professional memberships

12 Sep 2013/in , , /by

As a wealth management firm we pride ourselves on the quality of our investment advice and financial planning services, we are also extremely proud to be able to display the Institute of Financial Planning’s Accredited Financial Planning Firm logo on our website, alongside the Chartered Insurance Institute’s chartered logo.

Although these are names that you may be vaguely familiar with, we thought it worthwhile to explain in a little more detail what these accreditations mean for our clients at Loch Fyne Financial and the responsibilities they hold for us as a UK regulated firm. Read more →

Glasgow wealth manager recognised in prestigious New Model Adviser® Awards

18 Aug 2013/in , /by

At Loch Fyne Financial, as a Glasgow wealth manager, we are delighted to be recognised for the second year running as a regional finalist in the New Model Adviser Financial Planner of the Year awards, Scotland and Northern Ireland.

The awards are presented by New Model Adviser, a pre-eminent publication in our profession. They recognise our commitment to delivering a forward thinking investment advisory and financial planning service to help clients to plan for retirement and feel relaxed and secure about their financial future. Read more →

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