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Who we are

Lowland Financial Services prides itself on maintaining its core values as it continues to serve the local community.

Who we are

Our history

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.

Almost every person we work with has been recommended to Lowland by a friend, family member or professional adviser such as an accountant or solicitor, which we like to think implies a trust in what we offer.

That trust has been built up and maintained in over 50 years.

Originally a General Insurance Brokers, Lowland separated in 2000 into a General Insurance Brokers (Lowland Insurance Brokers) and a Financial Planning Advice business (Lowland Financial) to allow both businesses to specialise in what they do best.

Who we are

Our values

Commitment to Clients

We are committed to delivering the highest level of client satisfaction by going above and beyond to exceed our client’s expectations to deliver an impeccable service.

Quality

We pride ourselves in the quality of our work, and you can rest assured that our recommendations have been produced by a team with extensive knowledge and experience that is focused on delivering the best advice for you to accomplish your goals.

Integrity

We take pride in the honesty and transparency of our offering. That’s why you will never incur any hidden charges or fees for any of our services.

Who we are

Our reach

We proudly serve clients in the Borders, covering Peeblesshire, Selkirkshire, Roxburghshire, and Berwickshire. If you live further afield and would still like to benefit from our services and expertise, then please get in touch to hear about our fully remote client servicing options.

Map showing the Scottish Borders counties served