The team at Lockhart Consultancy has many years’ experience providing practical financial planning advice to people, families and businesses in South Lanarkshire and the surrounding area.
We provide advice across a wide range of services including investments, savings, mortgages and protection. We are committed to putting clients at the heart of everything we do and to developing long-term relationships with our clients.
This is achieved by ensuring that we understand the individual needs of each client, and to implementing tailored financial plans to address those needs.
At Lockhart Consultancy, we pride ourselves on the friendly and approachable nature of our advisers and staff, and on playing an integral part of the local community.
Stewart Lockhart
Director
Stewart is a highly qualified Wealth & Retirement specialist. With him you can feel confident you will be understood and supported with your financial objectives.
Stewart has over thirty years experience in financial services. Half of that time in Senior Management with the country’s then largest compensate insurer and the other half as an Independent Financial Adviser.
Stewart helps local families and businesses create and preserve wealth by providing advice on financial planning, risk management, tax and retirement income strategies.
Darren Lockhart
Chartered Financial Adviser
Darren joined Lockhart Consultancy first as a Mortgage Adviser specialising in offering first time buyers a personal and considered approach during an otherwise daunting process.
Darren has since built strong relationships with both existing and new clients since becoming a fully qualified financial adviser in 2017 before achieving Chartered status in 2023. Advising on all aspects of financial planning and wealth management Darren continues the company’s tradition of building relationships with his clients in order to achieve their long term goals.
Want to know more?
To find out more or to arrange a meeting with us, please call
01698 206750, or email darren@lockhartconsultancy.co.uk