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Neil Mclachlan 

Compliance Director

About Neil Mclachlan

Neil was appointed to the Board in April 2005 as Compliance Director and has maintained the position ever since.

Neil began his career in financial services as a graduate trainee within the Nationwide Building Society. Upon leaving 6 years later, Neil was successfully managing 2 branches in Central London. Career progression led Neil to various advisory roles within Building Societies, Banks, and following a period of travelling and teaching abroad, Neil became a Financial Adviser for Clerical Medical and HSBC. It was in 2001 that Neil joined Lowes as a Senior Technician, and within three years Neil was appointed as Compliance and Training Manager.

Neil is a Chartered Financial Planner and a Fellow of the Personal Finance Society, the highest accolade granted by the CII. His biggest personal accomplishment to date is in gaining Fellowship status with the Chartered Insurance Institute in 2004, closely followed by gaining a Distinction in his Post Graduate Diploma in Financial Services Law and Regulation with the Metropolitan University in 2006. 

While at Lowes, Neil spent 5 years working with the Chartered Insurance Institute, first as an Examiner and later as Senior Examiner on their Advanced Trust Paper.

“I believe that education is an ongoing and lifelong process and is a vital part of maintaining competence in our profession. I hope I stand as a good example and am keen to encourage others to continue with their studies.”

The milestones Neil is proudest of Lowes achieving is holding Chartered Status for over 10 years, which we have held since June 2007. Lowes was one of the first Financial Advice firms in the UK to achieve this accolade, demonstrating that we always strive to be the best amongst our peer group.



Business Qualifications

Qualification Abbreviation
Associate of Chartered Institute of Bankers ACIB
Financial Planning Certificate FPC
Advanced Financial Planning Certificate AFPC
Chartered Financial Planner APFS
Fellow of the Personal Finance Society FPFS
Taxation & Trusts G10
Personal Investment Planning G20
Pensions Planning G60
Mortgage Advice & Practice CeMAP
Business Financial Planning G30
Investment Portfolio Management G70
Securities Institute - Investment Management Cert. CertIM
Investment Management Certificate IMC
Holistic Financial Planning H25
Retirement Options K10
Savings & Investments SV1
Sales Management & Supervision H15
Pensions CF9
Lifetime Mortgages CF7
Post Graduate Diploma in Financial Services Law N/A
Long Term Care CF8
Home Reversion Plans HR1
Securities Institute Diploma in Investment Compliance MSI
STEP Certificate for Financial Services N/A
Financial Services, Regulation & Ethics RO1
Pensions Update RO8

Higher Education Qualifications

Qualification Abbreviation
Business Studies BA (Hons)
Contact Neil Mclachlan

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0191 281 8811

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