Lockhart Grey Financial Planning Ltd

Berkeley Street 48
Glasgow, Lanarkshire
G3 7DS

Since 2007

Contact
0141 248 7719 - or - Email

Lockhart Grey are Mortgage Brokers and Financial Planning Advisers who specialise in providing expert and impartial advice on mortgages, life protection, pensions and investment products. Our offices are located in Glasgow City Centre (Charing Cross) but we also provide home visits by arrangement to Glasgow and the surrounding central belt areas. Lockhart Grey source and arrange the most suitable product(s) on your behalf with access to the main UK major lenders and providers, therefore you have unprecedented choice from the financial marketplace. We have one goal in mind for our clients and that is customer satisfaction. We will provide impartial financial planning and mortgage advice, recommendations and access to the financial product that best suits your own individual requirements.

Services

Financial Services & Advice - Mortgage Broker
Financial Services & Advice - Mortgage Broker

Staff

All our mortgage and financial planners are fully qualified and FSA accredited. All our staff are extremely friendly to deal with. Our business and customer service ethics are based on treating every customer fairly.

Area of Business

Products include mortgages, life protection, pensions, savings and investment products, but we also provide advice covering inheritance tax planning, taxation, setting policies in trust and wills. Financial planning advice that you receive from Lockhart Grey Financial Planning is on an Whole of Market basis with access to 1000s of financial products to ensure you get the best deal.

Fees

We provide a free first consultation where we access your needs and provide a financial planning report. Our fee structure and all costs will be provided to you in written form once you decide what financial products you are enquiring about and what products we recommend as part of our financial planning review.