Below you will find a collection of client stories to illustrate how we’ve helped people just like you to achieve their financial and lifestyle goals. From devising innovative business growth strategies to finalising a business sale, through to protecting your estate from inheritance tax, providing guidance following divorce or passing wealth down through the generations, we can support all of your financial planning needs.

  • Douglas is thorough and approachable. He always provides different options and is proactive in highlighting action that might benefit my financial position.

    I take comfort in knowing that Loch Fyne Financial have my long-term interests at heart. Furthermore, Douglas clearly recognises the value of friendly, efficient administration supporting his advisory services.  I could not fault any aspect of Loch Fyne’s total proposition.
    Ms H Logan, Glasgow

  • In today’s business world, when you instruct any professional you assume that the person possesses expert knowledge and ability. What you would wish for in addition to this is someone who has time to listen and understand your issues, someone who can explain technical matters in layman’s terms and who can provide reassurance and create bespoke solutions.

    In my opinion, you need look no further than Douglas McIntyre of Loch Fyne Financial Management Ltd.
    Mr D Currie, Glasgow

  • I have no hesitation recommending Loch Fyne Financial to prospective clients.

    There are few responsibilities greater in our society than the management of a client’s savings to provide a sustainable income on retirement. It requires complete trust and integrity, built on a professional, creative and proactive approach. I have found the Loch Fyne Financial team to be all of these and more.
    Mr N Bennie, Glasgow