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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.

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.

Pay less tax

We will show you simple strategies to legitimately reduce your tax burden and the significant difference it can make to your wealth.

Investments

For almost 50 years, Lowes has developed a unique approach to managing money without taking undue risks. We’ll give you an insight into why 94% of clients rate our investment advice as ‘good’ or ‘very good’*

Pensions

Significant changes to pensions regulations will benefit many families for decades but prove costly for others. We will show you how many of the pitfalls behind what has changed.

Deposits

Ten years of record low interest rates has cost you more than you might imagine. We’ll show you why and how to maximise your return from cash investments.

Inflation

The spending power of your capital has been significantly eroded over the last decade. We’ll show you why and divulge simple steps to consider in order to protect your estate.

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 and divulge simple steps to consider in order to protect your estate.

Investments to Avoid

Learn what to watch out for and why others are fooled.

Long Term Care

Someone has to pay. We will discuss what to expect and how to protect your assets.