Lowland Financial

Who We Are

At Lowland Financial, we pride ourselves on being an independent financial advisory business dedicated to providing professional and trusted financial advice to our clients. Based in Galashiels, we have been serving the Scottish Borders and beyond since 2000. Our team of experts is committed to helping individuals make the most of their financial futures through tailored financial planning.

Our Services

We understand that every individual's financial situation is unique, which is why we offer a comprehensive range of services designed to cater to their specific needs. Our team of experienced advisors will work closely with you to analyse your financial situation, implement a tailored plan, and review your progress regularly to ensure you are on track to achieving your goals.

Our services include:

• Pensions: We help you make sense of your plans for retirement, whether you're approaching retirement or already retired. Our experts will guide you through the process of maximising your pension benefits and creating a sustainable income stream.
• Investments: We offer expert advice on investment opportunities that align with your financial goals and risk tolerance. Our team will help you make informed decisions about your investments, ensuring your wealth grows over time.
• Protection: We understand the importance of protecting your loved ones and your assets. Our team will help you find the right protection solutions to ensure your financial security and peace of mind.

Our Process

Our three-step process is designed to provide you with a clear understanding of your financial situation and a tailored plan to achieve your goals.

• Analyse: We conduct a thorough analysis of your financial situation to understand your needs and goals.
• Implement: Our team takes care of arranging and implementing your plan with product providers on your behalf.
• Review: We conduct regular reviews to ensure your financial plan stays on track and adapts to changing market conditions and your evolving needs.

What Our Clients Say

Don't just take our word for it. Our clients have shared their experiences with us, praising our enthusiasm, expertise, and commitment to helping them make informed decisions about their financial futures.

"I always feel sparky after talking to you. You are enthusiastic and always looking for ways to help me. You keep it simple and give me options, advantages and disadvantages so I can make informed decisions for myself."

• Gordon Robb, Coldstream

"Another invaluable meeting - I wish I'd met you 20 years ago!"

• Alan Dickson, Selkirk