Lockhart Consultancy Ltd
Hamilton, South Lanarkshire, South Lanarkshire
Hamilton, South Lanarkshire, South Lanarkshire
Our aim is to help individuals and businesses to achieve their financial goals. Our approach is straightforward. You tell us about your current situation and about your financial objectives and when you want to achieve them. We develop a practical plan designed to help you meet those objectives.
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What do you love most about your job?
I enjoy being able to make a difference for people. Financial planning can be a minefield and most individuals don't know where to begin so being able to assist in providing a clear and simple service that is dedicated to them makes the job worthwhile.
What inspired you to start your own business?
I understand that clients need 100% dedication to them when it comes to mortgage and financial advice. I know I can offer that via our setup.
Why should our clients choose you?
Even though we are a family business we have a wealth of experience. We have a clear structure that affords us the time and effort to ensure any advice given to our clients is personal and bespoke to them.
Financial Planning
From childhood most of us are told to put away money to save for the future – perhaps for something special; or perhaps to be sure that when we really need something we have the funds to acquire it, without taking on debt. Whether we place your money in a piggy bank, or in a multinational investment house, our aims are broadly the same; to provide for our future needs, and to protect ourselves against unexpected causes of expenditure.
We set out a plan specifically designed for you that is regularly reviewed with you to ensure your aims and objectives can be met.
Mortgage Advice
Mortgages are one of the largest single transactions in most people’s lives. Buying a property can be a stressful and time consuming experience; nowadays the financing of a mortgage is a case of finding and selecting the most suitable mortgage, rather than simply accepting a lender’s offer.
In an otherwise daunting situation we ensure this process is kept as simple and stress free as possible by guiding you every step of the way.
Pension Advice
Pensions are, of course, designed to enable you to save sufficient money during your working life to provide an income stream for you to live comfortably after you have retired.
There are many different ‘tools’ used to save for retirement and the taxation and investment elements of pensions can appear baffling. We specialise in explaining, recommending and monitoring pensions for you.
Protection Advice
Financial products are sometimes at their most useful when they are protecting our families, our incomes or our property.
Whilst insuring ourselves against an undesirable event such as sickness or even death may not be a pleasant thing to think about, the benefit of being able to set financial issues aside at emotionally difficult times cannot be overlooked.
There are many ways in which a family can protect itself, and because of the large range of products available there is usually an appropriate policy for most circumstances, and most budgets.
