Lockhart Grey Financial Planning Ltd

Lockhart Grey are Financial Planning Advisers and Mortgage Brokers who specialise in providing expert and impartial advice on mortgages, protection, pensions and investment products.

Our offices are located in Glasgow City Centre but we also provide home visits by arrangement to surrounding areas of Glasgow/Paisley and other central belt areas of Scotland.

Financial Planning Solutions that are right for you

Lockhart Grey source and arrange the most suitable product on your behalf with access to the main UK major lenders and providers, therefore you have unprecedented choice from the financial marketplace at your disposal.

Financial planning advice that you receive from Lockhart Grey Financial Planning is on an Whole of Market basis.

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.

Individual Mortgages for Individual People

Before you even consider your mortgage requirements it is vital to look at the best way to finance your house purchase in terms of your present and future circumstances. Rather than commit to one lender you may use our experience and knowledge of the mortgage market to secure a mortgage that is appropriate to your needs.

The team at Lockhart Grey Financial Planning use a specially designed mortgage sourcing system, which is updated on a daily basis using the very latest technology, that gives you access to a massive range of mortgage lenders offering over many thousands of different mortgage products, so you do have a bit of choice in the matter!!

We will conduct a comprehensive survey from the mortgage market place presenting the best mortgage options to suit your own individual requirements.  There really is no need to look any further.

We will find the best mortgage that suits your own circumstances…… guaranteed!

So what makes Lockhart Grey Financial Planning Different?

Service, impartiality and integrity.

We offer a mortgage service that is completely impartial based on your own individual requirements. We believe that in this age of impersonal call centres and remote working practices, many mortgage providers and intermediaries have forgotten what is important for the client and that is…………………………

1) Individual service for individual people

This means establishing a one to one relationship with our clients. It means going the extra mile for our clients. It means adding value every step of the way.

Mortgages and the associated administration process can at times be complicated and our job is to make this process as simple as possible for the client. This means that you will walk away with an excellent working knowledge of your own individual mortgage product. Our job is to make the mortgage application process and administration run as smoothly as possible, therefore making your life easier at what can be a stressful time.

2) One Stop Shop

With more that 20 years of experience in helping people find their ideal mortgage we offer fully comprehensive service in order to assist your mortgage transaction to go through as smoothly as possible.

We add value by arranging surveys, legal services, life assurance, critical illness cover, accident sickness and unemployment cover and income protection if this is a requirement for your circumstances.

Everything can be done at one point of contact for your own convenience. We never forget that you have a choice…

…and that is why we believe you will be 100% happy with the financial planning service we provide you.