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Financial Planning Seminars
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
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.
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:
Latest Lowes blogs
Our 50th Anniversary: A Message from Ian Lowes
This year, Lowes Financial Management celebrates its 50th year providing clients with personal and professional Independent Financial Advice.
Q4 2020 Maturity Results
Despite the autumnal recovery, the long lasting impact of the Q1 crash continued throughout 2020, with 60 less maturities in the final quarter than in the first. That being said, Q4 facilitated some sensational headlines for investors.
Why advised investing?
Lowes has helped thousands of people manage their investments, steering them to better returns as well as providing comfort and confidence in the face of markets’ natural behaviour, which is to be volatile.
Money Marketing's Best Investment Adviser
We are delighted once again to have won Best Investment Adviser at the 2020 Money Marketing Awards.
Where are you investing now?
With the benefit of 2020 hindsight, its fair to say that a decision to invest in the stock market at the beginning of this year would have been better deferred a few months.
The bigger picture
2019 had been a good year for investors, with the FTSE 100 (measuring the 100 biggest companies listed in the UK) rising by over 12% and the S&P 500 (the top 500 companies in the US) doing even better in dollar terms, rising nearly 29%.
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