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SmarterInsight™ Newsletter

Collectables: Sensible Investments or Folly?

07 Oct 2014/in , /by

As part of our SmarterInsight™ series, we look at whether it is really worth investing in collectables, and how to look at this objectively.  The trappings of wealth such as beautiful art, fine wine, classic cars and old watches may have an aesthetic value, but are they good investments? It is wise to look at them in an unemotional light, in short, the answer is that their superficial allure and headline grabbing returns fail to match a hard-nosed practical reality. Own them only if you enjoy them!

Please contact any of our team and we will talk to you about your specific situation.

 

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 →

Chancellor's Budget Briefcase

Comment on Autumn Statement by Loch Fyne Financial

06 Dec 2013/in /by

In this post you will find a comment on the Autumn Statement by Loch Fyne Financial – are their better prospects ahead? We think there could be…

Yesterday Chancellor of the Exchequer George Osborne delivered a relatively optimistic assessment of the UK economy in his 2013 Autumn Statement. The UK economy is growing more quickly than that of any other major advanced nation, including the US and Germany, but remains particularly vulnerable to future shocks from the Eurozone. While this is great news, read on to find out more about what the Autumn Statement means for you. 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 →

The Loch Fyne Financial process for working with clients

22 Sep 2013/in /by

At Loch Fyne Financial we provide a comprehensive range of wealth management, investment advisory and financial planning services, which we deliver in partnership with you and other trusted professionals. Our aim is to empower and liberate you to make decisions about your future – with genuine financial clarity.

Our core strength is our ability to establish a complete picture of your wealth. Using our proprietary WealthProtect™ process we take time to understand your individual needs, goals and objectives, and then recommend solutions to set you on the path to where you want to be. Read more →

Loch Fyne Financial SmarterInsight™: challenges for savers & investors

09 Sep 2013/in /by

In this edition of the Loch Fyne Financial SmarterInsight™ series we look at the current market environment and the challenges for savers and investors. When you look back it was only in the mid-2000s that some investors were beginning to doubt whether owning an investment portfolio was really worth all the risk, given that they could get around 5 to 6% by placing cash on deposit with their local bank.

Today, things are very different. The yields on lending (placing deposits and owning bonds) have been driven to all-time lows, as the UK and other world governments dropped short-term interest rates and bought back bonds from financial institutions (quantitative easing) to try to stimulate the economy and help the indebted masses – individuals, companies and banks – out of a big hole. Read more →

A different approach to wealth management

09 Sep 2013/in /by

Wealth Management Services in Glasgow

At Loch Fyne Financial we adopt a unique approach to wealth management services helping clients to manage and invest their wealth, ensuring that they, and their family, are well looked after financially. We call it Lifestyle Financial Planning.

So what exactly is ‘Lifestyle Financial Planning’?
It involves taking the time to truly understand your desired lifestyle. We then use sophisticated cash flow forecasting to determine the best structure for your financial affairs to enable you to achieve what matters most in your life. Read more →

The charges for our wealth management services at Loch Fyne Financial

09 Sep 2013/in /by

Like other professionals, we are remunerated by charging fees. Specific fee levels are determined based on the amount of work involved, which will depend on the complexity of your case. 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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