Lowes Financial Management

About

Providing sound, trustworthy Independent Financial Advice for more than 46 years to thousands of clients across the UK.

Story

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 Independent Financial Advisers 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 the firm’s personal approach to financial planning enabling us to help clients with their goals to build and ultimately protect their wealth. Lowes’ team of highly qualified Consultants, Investment Analysts, Technicians and support staff collectively provide a truly personal and professional service, ensuring that our clients remain confident in the advice we provide.

Our long history in providing expert financial planning has built over £650m of funds under advice.

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 individual needs and expectations. 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.

It is a testament to our services that many of our clients have been with us for decades.

Lowes Financial Management is Authorised and Regulated by the Financial Conduct Authority