Building, Protecting, and Passing on Wealth for Generations
Our Story
At Lowes Financial Management, we are proud to be one of the longest-standing Independent Financial Advisers in the UK, with a heritage dating back to 1971. Our team of highly qualified Advisers, Analysts, and support staff have been helping clients build, protect, and pass on their wealth for generations. We take pride in our personal approach to financial planning, which has enabled us to build strong relationships with our clients and help them prosper.
Award-Winning Chartered Financial Planners
We are delighted to be award-winning Chartered Financial Planners, a status we are truly proud of. Our team includes some of the most highly qualified individuals in the country, working together to provide the most appropriate advice that meets clients' individual needs. Our accolades include being judges among the top Investment Advisers in the UK in three out of every four years (2018, 2020, 2021) and being named Investment Adviser of the Year by Investment Life & Pensions Moneyfacts Awards in 2023.
Services We Offer
At Lowes Financial Management, we understand the importance of planning for the future and protecting our clients' wealth. Our comprehensive range of services includes:
Invest Your Money
We use individual financial objectives to shape a portfolio that suits our clients' needs and lifestyle. Our expert analysts and investment managers work together to create a tailored investment strategy that meets our clients' goals and risk tolerance.
Plan Your Retirement
We help our clients plan for a successful retirement, ensuring they have enough income to live the lifestyle they desire. Our team of experts will guide them through the process of assessing their retirement needs, identifying potential income gaps, and creating a plan to fill those gaps.
Protect Your Wealth
We understand the importance of protecting our clients' hard-earned wealth. Our experts will work with them to create a comprehensive plan that incorporates inheritance tax planning, pension strategies, and other tax mitigation strategies to keep more of what they have earned.
Pass On Your Wealth
As our clients age, they often face the challenge of passing on their wealth to the right people, at the right time. Our team of experts will work with them to create a plan that ensures the transfer of wealth is smooth, efficient, and tax-efficient.
Who We Are
At Lowes Financial Management, we take pride in our commitment to individual client care and our long history of providing truly independent financial advice. Our team of experts is dedicated to helping our clients build, protect, and pass on their wealth, ensuring they can achieve their financial goals and live the life they desire.
Meet the Team
Our team of experts includes some of the most highly qualified individuals in the country. Our Advisers, Analysts, and support staff work together to provide the most appropriate advice that meets our clients' individual needs. We are proud to have helped tens of thousands of people throughout the UK since 1971 and look forward to continuing to serve future generations.
Overview of Reviews
The reviews of Lowes Financial Services are overwhelmingly positive, with all reviewers giving a 5-star rating.
High-Quality Service and Professionalism
Reviewers consistently praise the company's professionalism, expertise, and ability to provide sound advice tailored to individual needs. Many reviewers mention the reassurance and confidence they feel with Lowes handling their investments.
Excellent Investment Returns
Several reviewers report achieving excellent returns on their investments, with some mentioning specific successful plans and products. The structured products offered by Lowes are particularly praised for providing healthy returns over time.
Long-Term Relationships and Trust
Many reviewers have been with Lowes for 10 years or more, demonstrating a high level of trust and satisfaction with the company. They appreciate the friendly, non-pushy approach and the fact that the company prioritizes clients' interests.
Recommendations
All reviewers highly recommend Lowes Financial Services, citing their excellent service, professionalism, and successful investment returns.
