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.
Last year we were proud to receive the “Young Firm of the Year” award.
New Model Adviser has been celebrating the best financial planning firms for the last seven years, judging firms on a number of aspects including service to clients, professional qualifications and business growth.
Douglas McIntyre, our director here at Loch Fyne was extremely pleased to make the shortlist again, “We are delighted that our team have been named twice in two years. We are also flattered to be in such elevated company.”
When asked by New Model Adviser why he thinks we were recognised, he replied, “I don’t think there’s one particular big thing that has helped us achieve the recognition, but rather a collection of little things.
Certainly, it is very much a team effort; teamwork is something we believe in strongly. We are all ‘rowing in the same direction’ which makes achieving our goals a lot easier.”
Since launching Loch Fyne we have placed clients at the centre of everything we do and feel that this has played an integral role in us being acknowledged.
The team at Loch Fyne have developed long term professional relationships with many of our clients, over a number of years. Great client care has always been central to our philosophy and it’s something we intend to keep as our number one focus.
What’s next for Loch Fyne Financial?
We are in the process of refining and further developing our service offering. Our driving aim is to make a real difference in the lives of clients and their families. We will continue to strive to understand their ‘bigger picture’, so we can help them to plan their financial future and protect what matters most.