Business Details
10 Years
experience
Your Trusted Financial Advisers in Liverpool
At Lowry Shuker, we are dedicated to delivering comprehensive financial solutions tailored to individual client needs. Our team of experienced advisors, with over 55 years of combined expertise in the financial sector, prioritises ethical practices and client-centric service. We specialise in accessing the entire market to provide impartial advice on investments, mortgages, pensions, and protection. Our commitment to professionalism is underscored by our authorisation and regulation by the Financial Conduct Authority (FCA), ensuring adherence to rigorous industry standards. We focus on building long-term relationships through transparent communication and personalised strategies designed to maximise financial outcomes.Our paraplanning team supports advisors with technical expertise, enhancing the quality of recommendations. We operate with a holistic approach, addressing both immediate financial goals and long-term wealth management. Client satisfaction is central to our operations, reflected in our dedication to resolving disputes through the Financial Ombudsman Service. Our fee structure for mortgage services includes a 450 fee alongside lender commissions, with clear disclosures about associated risks. We serve clients in Liverpool and surrounding areas, leveraging local market knowledge to inform our advice.
Services
Investment Planning
Mortgage Advice
Pension Planning
Retirement Income
Protection Insurance
Details
- Year established: 2016
Highlights and features
- We have over 55 years of combined experience in the financial sector.
- Our advisors are FCA-authorised and regulated for professional standards.
- We provide personalised service with a focus on ethical financial planning.
- We access the whole market to secure competitive mortgage rates.
- Our holistic approach integrates investments, pensions, and protection.
Associations and certifications
- Financial Conduct Authority
Services
Investment Planning
We analyse current and proposed investments to ensure alignment with client risk profiles and financial goals. Our strategies focus on tax efficiency and maximising returns while maintaining compliance with regulatory standards. Clients benefit from ongoing portfolio reviews to adapt to changing market conditions.
Mortgage Advice
We access the entire mortgage market to secure competitive rates tailored to individual circumstances. Our advice includes exclusive products and transparent fee structures, with a 450 service charge plus lender commissions. We prioritise long-term affordability and client financial stability.
Pension & Retirement Planning
We review existing pensions and develop strategies to optimise retirement income. Our approach identifies potential shortfalls and implements solutions to enhance financial security. Regular monitoring ensures plans remain aligned with evolving personal and regulatory requirements.
Protection Insurance
We assess clients' protection needs to safeguard families and lifestyles against unforeseen events. Our advice covers life, critical illness, and income protection policies, ensuring comprehensive coverage that complements broader financial plans.
Financial Planning
Our holistic planning process begins with detailed fact-finding to understand client objectives and risk tolerance. We integrate investments, pensions, and protection into cohesive strategies designed to achieve short- and long-term financial goals through ethical, regulated practices.
People
Lynn McNally
Financial & Mortgage Advisor
Qualified since 2004, Lynn combines high street banking experience with independent advisory expertise. She specialises in investments, pensions, and mortgages, prioritising long-term client relationships through transparent, tailored advice.
Annie Potter
Financial & Mortgage Advisor
With over 20 years in financial services, Annie offers expertise in pensions, investments, and mortgages. Her client-focused approach balances ethical advice with practical solutions, supported by a Level 4 Diploma and CeMAP qualifications.
Questions
What services does Lowry Shuker Financial Planning offer?
We provide investment planning, mortgage advice, pension planning, retirement income strategies, and protection insurance tailored to individual client needs.
Are your advisors qualified and regulated?
Yes, our advisors hold Level 4 Diplomas and are authorised and regulated by the Financial Conduct Authority (FCA).
How are mortgage fees structured?
Our mortgage service includes a £450 fee plus lender commissions, with clear disclosures about risks and repayment terms.
Do you offer independent financial advice?
Yes, we access the whole market to provide impartial advice on mortgages, investments, and protection products.
What areas do you serve?
We primarily serve clients in Liverpool and surrounding regions, combining local market knowledge with national expertise.
