Chartered & Independent

As Chartered Financial Planners and Independent Financial Advisers it does not matter to us whether you are a first time investor looking to grow your savings, a modest investor with a keen interest in the mechanics of the stock market, or even a multi-millionaire looking to achieve maximum returns from their capital. It is our duty to guide you through the financial maze of your finances in order to help you achieve your goals, improve your income and protect your family and wealth.

What does it mean to be Chartered?

Royal Charters, granted by the sovereign on the advice of the Privy Council, have a history dating back to the 13th Century. Their original purpose was to create public or private corporations, including towns and cities, and to define their privileges and purpose.

Charters are granted to bodies and institutions which can demonstrate pre-eminence, stability and permanence in their particular field. Chartered firms must ensure staff members acquire and retain the necessary knowledge and skills to deliver the highest quality advice, and also work in an ethical manner that places clients’ interests at the heart of the advice they give.

Lowes was one of the first firms of Independent Financial Advisers in the UK to achieve the accreditation "Chartered Financial Planners", a status something which we are justifiably very proud of. We have some of the most highly qualified individuals in the country working for us to provide the most appropriate advice that meet clients' individual needs.

So what does it mean to be an Independent Financial Adviser?

With literally thousands of companies and professionals all offering financial advice on savings, investments, pensions and tax planning, most experts will agree that only an Independent Financial Adviser will provide unbiased, whole of market insight and guidance needed to make the best and most informed financial choices to suite your individual circumstances.

The benefits of working with an Independent Financial Adviser include:

  • Regulated by the Financial Conduct Authority (FCA).
  • No affiliation to any company or product.
  • Make a fair and comprehensive analysis of relevant products available and recommend suitable products that meet your individual circumstances.
  • Total transparency – no hidden costs.
  • Ability to search the entire market for the best value quotes including those with the best features and benefits to suit your on-going circumstances.
  • Fully accredited and experienced at dealing with a variety of financial products.

Get in touch

If you would like to talk about how we can help you, please get in touch

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