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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.

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.

Over 99% of the last 6000 attendees rated their attendance as time well spent, which is why spending an hour or so of your time could be invaluable to you.

The seminar presented by Managing Director Ian Lowes will last approximately 70-minutes and is entirely free of charge and without obligation. The presentation will cover the following topics, all timed to ensure that you get the best results from the action you take.

Topics covered include


Tax

Tax – why pay too much?

You have a right to legitimately reduce your tax burden. We will show you simple, legal steps to reduce the taxes you pay and the potentially significant difference it can make to your wealth.

Investments

Investments

For over 46 years, Lowes has developed a unique approach to managing money without taking undue risk. We’ll give you an insight into why 96% of clients rated investment advice as 'Good' or 'Very Good' in our recent client satisfaction survey.

Pensions

Pensions

Using the new pension freedoms to your advantage could make a big difference to your financial well-being throughout retirement. Taking the wrong steps could prove costly, for you and subsequent generations of your family.

Deposits

Deposits

Seven years of base rate at 0.5% was followed by it being halved again. This has cost you more than you could imagine. We’ll show you why and how to maximise your return from cash investments and introduce alternatives to fixed term bank accounts.

Inflation

Inflation

Low inflation over recent years has not necessarily been as low as the headlines and may have still cost you dearly. Acknowledging such is the first step to protecting your future wealth.

Inheritance Tax

Inheritance Tax

Don’t be fooled - changes in Inheritance Tax rules have lulled many into a false sense of security. We will show you why, the extent of the impact of the tax and divulge simple steps you should consider to protect your estate, even if you believe it currently escapes this tax.

Investments to Avoid

Investments to Avoid

Even the most astute individuals can get coerced into new ‘lucrative investment opportunities’ that are ultimately exposed as scandals. No client of Lowes in our forty-six-year history has ever been involved in such a scandal. We will tell you how you too can avoid losing your money.

Long Term Care

Long Term Care

Potentially the most cruel “tax” of all. We will show you why you should consider taking steps to protect your home and other assets before it’s too late

Upcoming Lowes Events

Our upcoming seminars are listed below. To reserve your place, simply click the seminar you would like to attend and complete the form at the bottom of the page.

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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:

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