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. Our clients employ us for our opinions on what is right for them. And our opinions are regularly featured in print.
We have been quoted in a variet of plublications on many topics ranging from pensions reform, investments to Scottish Independence! Our clients also value our impartiality and breadth of experience when advising on Retirement Planning. We have written guides on 'A Happy Retirement' and 'The Options for your Penison' which you can download free of charge.
We have been quoted in a variet of plublications on many topics ranging from pensions reform, investments to Scottish Independence! Our clients also value our impartiality and breadth of experience when advising on Retirement Planning. We have written guides on 'A Happy Retirement' and 'The Options for your Penison' which you can download free of charge.
Services
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 Lowlad. Graeme Mitchell, Managing Director and Financial Adviser is supported by five administrative staff.
Do you have a combination of saving investments and pensions of at least 100,000 and are within easy drive of Gala (or Kelso)? We offer a free initial meeting to see if you want to work with us. If as a result of this no obligation initial meeting there are things that require attention, we invariably need to take some action or implement some changes.
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?. We have helped hundreds of people make important and frequently life changing decisions at key moments in their lives.
Reviews (4)
Graham Russell
Dec 22, 2021
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Andrew Poole
Dec 17, 2021
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Ruth Ruthven
Dec 15, 2021
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Positive: Professionalism, Quality, Responsiveness, Value
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.
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.
Bill Nichol
Dec 13, 2021
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