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Lowland is a privately owned firm based in Galashiels. We offer fee based financial advice to clients living in (or with connections to) the Scottish Borders, The Lothians and North Northumberland. The two very knowledgeable and focused Independent Financial Advisors, Graeme Mitchell and Jos Hastie have been with the company since it was established in 2000 and helped hundreds of people make informed choices, but with over 120 years financial services experience between all the staff, Lowland Financial in general is well placed to offer advice and information on most aspects of money management.
Our specialist area is retirement planning. If you are looking for reassurance that when the time comes – you will have access to a substaintial enough cashflow to maintain current lifestyle – that’s a large part of what we do. We start by bringing everything together in one place to illustrate what your retirement income might look like and then suggest ways to ideally improve your situation.
Whether you are:
…we can help!
We encourage clients to come to our offices in Gala where we have access to an array of bespoke financial planning tools and information. The first meeting is free so you can decide if we provide what you are looking for and if you are comfortable working with us.
The purpose of the Lowland Financial advice service is for you to achieve the right balance between maintaining (or hopefully improving) your current lifestyle as well as planning and actively preparing for the future you want. We listen carefully when you to tell us about what you really want from life – unspoken ambitions, places you always wanted to visit or peace of mind that your family will benefit from your wealth without having to suffer for example the consequences of 40% Inheritance Tax on some of your hard earned money.
We get a high proportion of our business from referrals, so if you think that people who matter to you most could be better off because we can help them make more informed financial choices, please get them to call us too.
Very much looking forward to speaking with you soon,
Kind regards,
Graeme, Jos and all of us at Lowland Financial Services Ltd
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Lowland Financial is authorised and regulated by the Financial Services Authority (http://www.fsa.gov.uk/register/home.do). FSA Registration No: 202359
Registered in Scotland, No. SC202782 Registered Office: 1 Green Street, Galashiels, TD1 3AE
Financial advice Borders TD1 TD8 EH45, Financial Advisor Galashiels TD2 TD9 EH30, Financial Advisers The Lothians TD3 TD10 EH31, Scottish Borders TD4 TD11 EH32 Financial Planning, Northumberland and TF5 TD12 EH33 Retirement Planning, TD6 TD14 EH34 Financial Advice Scottish Borders TD7 TD15 EH45 EH35, Scotland, UK