Newcastle upon Tyne
Tyne and Wear
Monday to Friday: 9am - 5pm
Saturday to Sunday: Closed
Independent financial advisers; investment and tax advice.
Authorised and Regulated by the Financial Conduct Authority
There are few Independent Financial Advisers in the UK with a pedigree which matches that of Chartered Financial Planners Lowes Financial Management. As one of the largest privately owned IFAs in the North-East, we have been forging successful long term relationships with clients for more than 46 years.
The keystone upon which Lowes and its clients have prospered is our personal approach to financial planning, enabling us to help clients with their goals to build and ultimately protect their wealth.
Lowes has over £650m of funds under advice and 96% of clients rate our advice as 'Good' or 'Very Good' in the last two biennial surveys. Around 70 people work for the firm in some capacity. As well as providing investment management, Lowes can advise on Inheritance Tax planning, pensions, long term care and other general financial planning issues. A combined wealth of experience and industry knowledge ensures clients receive financial advice that is tailored to their personal needs and expectations.
Lowes provides a bespoke and model investment portfolio service and we pride ourselves on being an 'Independent' Financial Adviser. This means we look across the whole investment space into alternatives, alongside traditional investments, to deliver attractive returns for clients, taking the appropriate level of risk. The investment process is not driven by external set asset allocation, but by the investment team's own fund selection and asset parameters. Our long history in investments means that we have experienced different economic styles and recognise the importance of protecting client's money.
We are also a renowned expert in the field of structured products and run CompareStructuredProducts.com.
Our expertise in the field of financial planning has led to being acknowledged in industry awards over the years, something which we are justly proud of.
Lowes Financial Management is Authorised and Regulated by the Financial Conduct Authority.
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When we were first invited to a Lowes Seminar some 30 years or so ago we never imagined or envisaged how much we could benefit from investment advice. In recent years you have been able to help with short, medium and long-term investments to suit our needs and more recently you have advised and set up investments following my retirement earlier this year.
Mr P Bayliss
We get a first class service and are truly confident that our finances are in good hands.
Mr J Skeldon
Testimonials are added by the business owner and are not independently verified.