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Financial Planning Seminars

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We have been hosting financial planning seminars since 1985, offering an independent view on financial issues that may impact the decisions necessary to achieve your goals, improve your income and protect your family and wealth.

Upcoming Lowes Events

"Mastering your money" Financial Planning Seminar

Wednesday 5th October at 11:00am or 6:30pm
Fernwood House, Jesmond, Newcastle upon Tyne

Defined Investments Webinar

Tuesday 4th October at 11:00am
Online Webinar (video stream)

Is attending a seminar valuable to you?

Whether you’re middle aged, approaching retirement or in your later years, getting the most appropriate financial advice to meet your individual circumstances could improve your financial wellbeing for years to come.

The actions you take now can significantly improve your financial wellbeing for years to come.  During either presentation, we will provide you with valuable insights and show you further aspects of our unique, award-winning investment management approach, which has led to significant client satisfaction and 97% stating that they would recommend Lowes to friends, relatives or colleagues.

Over 99% of the last 8000 attendees rated their attendance at our seminars as time well spent, which is why spending an hour or so of your time could be invaluable to you.

Both seminars are presented by Managing Director Ian Lowes and are entirely free of charge and without obligation.

 

Upcoming Lowes Events

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Ian Lowes Seminar

A Little More About Your Speaker

Ian Lowes
Managing Director

Ian Lowes has been the Managing Director of Lowes Financial Management since 2002 after taking over the family business from his father, Ken Lowes, who established the firm in 1971. With over 25 years’ experience in the finance services profession, Ian is a Chartered Financial Planner and is a Fellow of the Personal Finance Society, the highest accolade granted by the CII.

Previously recognised by Professional Adviser as one of the most influential voices in the country, Ian has secured a reputation as a leading authority in financial planning and in particular the structured product sector. As an established figure within the finance sector, Ian has, on a number of occasions, been shortlisted as IFA Personality of the Year and his opinion is regularly sought by finance journalists.

Find out more about Ian Lowes »



Over 99% of people who attend our seminar rate their experience as time well spent and these are just a few of their comments:

"I feel that I would not be in the position I am today without your valuable help"

Mrs L Harrison
Newcastle upon Tyne

"Best and clearest presentation from an Independent Financial Adviser I have ever seen"

Mr D Turner
Leeds

"The best seminar on tax and investments I have ever attended"

Mrs A Heartley
Harrogate

Over 99% of people who attend our seminar rate their experience as time well spent and these are just a few of their comments:

 

I feel that I would not be in the position I am today without your valuable help.

Mr L Harrison Newcastle upon Tyne

Best and clearest presentation from an Independent Financial Adviser I have ever seen.

Mr D Turner Leeds

The best seminar on tax and investments I have ever attended.

Mrs A Heartley Harrogate
UP