Lowndes Halsden & Partners Limited

Lowndes Halsden is a leading wealth advice business based in Cardiff, Wales. With a team of experienced professionals, we provide tailored financial planning and investment management services to private individuals and businesses. We take a holistic approach to wealth management, considering every aspect of your financial situation to create a personalized plan that aligns with your unique goals and aspirations.

Our Vision and Values

Our vision is to become a leading provider of wealth advice in Wales, known for our personalized approach and commitment to client satisfaction. We believe in:

• Client-centered advice: We prioritize understanding your individual needs and goals to offer tailored solutions.
• Transparency and accountability: We provide clear and concise information about our services and fees.
• Sustainability: We recommend products and strategies that align with your values and risk tolerance.
• Building relationships: We foster strong, collaborative relationships with our clients, built on trust and open communication.

Our Services

Investments

We guide you towards a diversified portfolio that aligns with your risk appetite, financial goals, and market conditions.

Pensions

We help you navigate the complex rules of pension schemes to maximize your contributions and ensure you achieve your retirement goals.

Life Insurance

We assess your need for life insurance coverage to ensure your loved ones are financially protected in the event of your passing.

Savings & Mortgages

We analyze your financial situation to identify ways to optimize your savings and mortgage payments, reducing financial burden and increasing financial security.

Gas & Electricity

We review your energy consumption and identify potential savings through switching to competitive providers and implementing energy-saving measures.

Other Products & Services

We offer a comprehensive range of other products and services, including building & contents insurance, private client services, and inheritance planning, to meet your holistic wealth management needs.

Read what our clients have to say about our services

>"The financial advisor was very friendly and down to earth. I immediately felt I could trust him." - B.D.

>"The means in which your office, specifically Ian dealt with the recent mortgage application for my family was first class." - R.H.

>"I have been a client for over 17 years and not once has the quality of service and expert advice waned." - H.J.C.