About us

As Chartered Financial Planners and Independent Financial Advisers, Lowes has been providing truly Independent Financial Advice since 1971 to a wide range of people throughout the UK.

As Independent Financial Advisers we look across the whole investment space into alternatives, alongside traditional investments, with the aim of delivering attractive returns for clients whilst taking an appropriate level of risk.

Over the years, our personal approach to financial planning has helped both clients and the company prosper and in our most recent client satisfaction survey over 96% of our clients rated our service as ‘good’ or ‘very good’.

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 around 70 committed professionals working for the firm. So each client not only has the benefit of a dedicated personal Consultant, but also the backup of our highly qualified Technical, Investment, Research and Administration Departments who help the Consultant ensure that advice given is current and suitable for their on-going needs.  

We advise clients across a wide range of financial aspects such as inheritance tax planning, investment management, pensions, tax mitigation, long term care and other general financial planning issues with client confidentiality assured. A combined wealth of experience and industry knowledge ensures our clients receive financial advice which is tailored to their personal needs and expectations. Our objective is to build long-term, mutually beneficial relationships with clients and we will endeavour to act in your best interests at all times.

At Lowes, the benefit of a dedicated in-house investment team means that the investment process is not driven by external set asset allocation, but by the investment team's own fund selection and asset parameters. This team are constantly monitoring fund performance and executing research to deliver the best investment performance. Our long history in investments means that we have experienced different economic styles and recognise the importance of protecting client's money.

What happens when you become a Lowes client?

We endeavour to provide continuous client care. This statement is banded around by many industry professionals, but the proof that we say what we mean is in the fact that many clients have stayed with us for years and often we advise many members of a family. All Lowes clients will usually receive the following service as standard:

  • Regular communications such as particular investment opportunities and market commentary from one of the members of our highly qualified investment team.
  • Access to your own personal Consultant.
  • At least once a year you will be offered an opportunity for a full review of your financial planning to take account of any changes in your personal circumstances.
  • Continuous monitoring and evaluation of your investment portfolio and financial plan.
  • Six monthly investment report by post and online report access at any time. This report will be accompanied by an up- to-date market commentary from our Investment Department.
  • Quarterly issue of our highly regarded Lowes Magazine produced by our in-house editorial team.

Get in touch

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