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Lowland Financial We are an Independent Financial Advisory business providing and introducing professional and trusted financial advice, covering pensions, investments, protection and mortgages based in Galashiels. We enable our clients to maximise their financial futures through tailored financial planning. If you are trying to make sense of your plans for retirement or decide what to do with your pension (and you live in the Scottish Borders or are happy to travel to Galashiels or Kelso) we'd love to help.Please check out how we work for more information about Lowland.
Services
Lowland Financial Services prides itself on maintaining its core values as it continues to serve the local community. If you are thinking about your retirement, whether that's in the future, it's imminent or you are already retired - we are experts at helping people make the most of and review their plans for retirement.
We offer thorough and comprehensive professional advice services across a range of areas, including pensions, investments, protection and mortgages. If you are trying to decide what to do with your pension or wanting to make sense of your retirement options we'd love to help. We offer a fully comprehensive service in creating a retirement plan that's tailor-made for you, giving you much needed peace of mind as you look forward to enjoying your retirement.We provide practical, impartial advice on a wide range of investment strategies and products.
Meet our team of highly qualified and experienced individuals, who work together as advisers and admin staff to deliver our exceptional service and dedication to clients. Graeme Mitchell, Managing Director, has over 43 years financial services experience having previously worked with Northern Rock Building Society and NPI.
If any of the points below relate to you, get in touch today to arrange a free no, obligation chat to see how we can help. Do you have lots of financial baggage collected over the years (pensions, ISAs, life insurance, bank accounts etc) and ignore it because you can't make sense of it?. Has your existing pension or investment company been taken over so you have no idea who to speak to?.
Reviews (4)
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Graham Russell
Dec 22, 2021
Graeme and Lowland Financial have looked after our investments, and given us financial advice, for apprx 20 years. During this period our funds have significantly grown well in excess of inflation, even during periods of international downturns. A highly recommended company *****
Bill Nichol
Dec 21, 2021
David has been a great help over the years and we know we can always depend on him
Andrew Poole
Dec 20, 2021
Absolutely first class company. David is very professional, very thorough and very personable. We are a delighted client and would strongly recommend Lowland Financial to guide you through retirement planning and investing.
Ruth Ruthven
Dec 15, 2021
Offer an excellent level of support, knowledge and advice, and the service provided is always of a very high standard. I have felt very much cared for as an individual by the staff there and the welcome and friendly approach they extend is always a joy.