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
Careers
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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.
Pass On Your Wealth
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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.
Becoming A Client
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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.
Tax Tables
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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.
Pensions Guide
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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.
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