We believe that individual and dedicated client care is a central aspect of fulfilling our goal of total peace of mind for our clients. We have almost 90 committed professionals, all sharing our company ethos of "where personal finances are cared for personally".
So not only will you have the benefit of a dedicated personal Consultant, but also the backup of our highly qualified Technical, Investment, Research and Administration teams who help each Consultant ensure the advice given is current and suitable for your on-going needs.
So not only will you have the benefit of a dedicated personal Consultant, but also the backup of our highly qualified Technical, Investment, Research and Administration teams who help each Consultant ensure the advice given is current and suitable for your on-going needs.
Services
Over the years Lowes Financial Management has prided itself on its ability to spot and develop talent to bring out the very best in its people. As a result of this approach, Lowes employs some of the best people in the profession, and due to both forthcoming retirements and expansion we are looking to recruit.
Making sure that you can pass on your wealth to the right people, at the right time, will be one of the most valuable things you can do for you and your family. Tax legislation and allowances are constantly evolving, so it is essential to review your financial and investment arrangements to ensure unexpected tax bills won't jeopardise any wealth intended for your family.
One of our core objectives at Lowes is building long term relationship with our clients in order to help you build and preserve your family wealth for generations. Our highly qualified team will work together to deliver the best possible returns, based on an implicit understanding of your financial circumstances, risk preference, expectations and needs.
There are many different taxes that may affect every UK taxpayer and appropriate tax planning can have as much of an impact on wealth creation and preservation as investment returns. Our free tax table booklet is updated yearly to help ensure you have the information at hand to manage your taxes effectively.
The radical pension reforms could significantly alter your retirement wealth as a result of the new freedoms around access to your pension pot. Action tailored to your specific circumstances could make a big difference to your financial wellbeing and that of the next generation of your family. Taking rushed or ill-informed steps could prove very costly for you and subsequent generations.
Reviews (10)
Ian Willson
Sep 16, 2021
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Positive: Professionalism, Quality, Responsiveness, Value
The Lowes team has looked after our financial health for over 25 years. Throughout this period, an advisor has been on hand to help and give sound advice; there is always a real person at the end of the phone!
Long may the good work continue!
The Lowes team has looked after our financial health for over 25 years. Throughout this period, an advisor has been on hand to help and give sound advice; there is always a real person at the end of the phone!
Long may the good work continue!
Pete F.
Sep 06, 2021
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Karen Ross
Sep 06, 2021
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Robert Avery
Sep 06, 2021
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Positive: Professionalism
I have dealt with this company for over 20 years and they have always been very professional and easy to contact. I rate their customer service to be extremely efficient and I particularly rate the advice I have received regarding the purchase of financial products and “structured products”.
I have dealt with this company for over 20 years and they have always been very professional and easy to contact. I rate their customer service to be extremely efficient and I particularly rate the advice I have received regarding the purchase of financial products and “structured products”.
Gordon Berry
Dec 18, 2020
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I have been using Lowes Financial Management since approximately 1995. I like the very personal service which they provide and have found them to be responsive and careful to understand my attitude to risk and have advised me accordingly.
I have particularly benefitted from their advice and expertise regarding structured products and have invested in many that they have recommended - which have produced returns with which I have been very satisfied.
I would have no hesitation in recommending Lowes for very caring and competent financial advice.
I have particularly benefitted from their advice and expertise regarding structured products and have invested in many that they have recommended - which have produced returns with which I have been very satisfied.
I would have no hesitation in recommending Lowes for very caring and competent financial advice.
Ron Fallows
Nov 16, 2020
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I've been impressed with Lowes since attending an investment seminar some three or four years ago. The presentation from Ian Lowes was first class and prompted me to invest in structured products for the first time and to meet Daniel, one of their advisors. Although I'm familiar with investments and inheritance tax from my former employment my wife isn't and she will need someone to turn to when I'm no longer around. Someone she can trust. I am happy for Lowes to satisfy this need. Incidentally the structured products recommended by Lowes have proved to be a good investment, so long as one understands
Steve Graham
Dec 27, 2019
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We have been with Lowe's for the last 2 years following a seminar that was held locally. The advice given by our advisor, John Walton, has always been excellent on a range of financial issues. There is no pressure to take any particular products and Lowe's fully independent status gives us confidence their advice is best suited to our needs. John's secretary, Karen is also very efficient and provides quick responses when required. We would not hesitate to recommend Lowe's Financial Management to others.
David Hector
Dec 04, 2019
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5 Stars for me, always excellent service from there HQ and my Advisor Daniel Waugh is always very helpful and informative.
I have been with Lowes now for over 20 years. I met my first financial consultant at one of Lowes local seminars, and although I did not have a great amount of money to manage my Lowes consultant reassured me and encouraged me to accept Lowes Financial Planning. My first consultant has since retired and I now have a new consultant, who is equally as enthusiastic and supportive of my financial wishes. The advice I have been given has enabled my wealth to grow safely and securely
I have been with Lowes now for over 20 years. I met my first financial consultant at one of Lowes local seminars, and although I did not have a great amount of money to manage my Lowes consultant reassured me and encouraged me to accept Lowes Financial Planning. My first consultant has since retired and I now have a new consultant, who is equally as enthusiastic and supportive of my financial wishes. The advice I have been given has enabled my wealth to grow safely and securely
David Caush
Jul 15, 2019
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Lowes Financial Management were recommended to us by a friend, so when some funds became available for investment, we did not hesitate in choosing Lowes to handle that investment. They are a very friendly company to deal with and choose the investments that suits your requirements. Andrew Gardiner was our financial advisor and he has given us excellent advice, walking us through every detail very carefully.
We have suggested Lowes Financial Management to our family and would not hesitate to recommend them to anyone who was looking for financial advice.
We have suggested Lowes Financial Management to our family and would not hesitate to recommend them to anyone who was looking for financial advice.
Mike Trench
Jun 20, 2019
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I count myself very fortunate to have been introduced to Lowes Financial Management by my father and then making the decision early to invest for my retirement using their proven expertise. Over the last twelve years I have enjoyed an impressive return on my investments and benefitted incredibly from the detailed bespoke advice provided by Lowes. I am delighted with my structured portfolio developed over this period, which addresses all my short, medium and long term needs, and continue to enjoy the very personal service offered by my Lowes’ advisor and the supporting team of specialists.
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