Loch Fyne Financial recognised as top 100 financial planning firm

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.

The top 100 financial planning firm list is collated by New Model Adviser, an independent publication aimed at the growing community of financial advisers seeking to modernise and professionalise their businesses around holistic financial planning. Hundreds of companies were judged on a number of aspects including professional qualifications, business growth and commitment to the profession. Only those firms that met their stringent evaluation criteria made the final list.

Douglas McIntyre, Director of Loch Fyne Financial the Glasgow based wealth management firm, comments: “We are delighted to have been awarded the title of Top 100 Financial Planning Company this year. We are committed to placing clients at the centre of everything we do and feel this has played an integral role in us being acknowledged. We would like to thank all of our clients for their continued support and look forward to maintaining the momentum in the years ahead.”

This is the latest of several awards we have received and while we are very pleased with the recognition, we see them as more than just trophies on a shelf. We are committed to maintaining our high standards and always looking for ways to improve our processes and service. That’s why we continue to develop our business, based on the ongoing feedback we receive from our valued clients, and professional partners.

If you would like to discuss our investment advice & wealth management services in further detail, please get in touch with a member of the team.