Who We Are

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We have been providing truly Independent Financial Advice to people like you throughout the UK since 1971.

We believe that individual and dedicated client care is a central aspect of fulfilling our goal of total peace of mind for our clients. We have almost 90 committed professionals, all sharing our company ethos of “personal finances cared for personally”. So not only will you have the benefit of a dedicated personal Adviser, but also the backup of our highly qualified Technical, Investment, Research and Administration teams who help each Adviser ensure the advice given is current and suitable for your ongoing needs.

Over the years, our personal approach to financial planning has helped both clients and the company prosper and in our 2023 client satisfaction survey over 96% of our clients rated our service as 'good' or 'very good'.

We advise clients across a wide range of financial aspects such as

inheritance tax planning,

investment management,

pensions,

tax mitigation,

long term care

and other general financial planning issues with client confidentiality assured. A combined wealth of experience and industry knowledge ensures you receive financial advice which is tailored to your personal needs and expectations. Our objective is to build long-term, mutually beneficial relationships with clients and we will endeavour to act in your best interests at all times.

Meet the Team

Providing trustworthy and valued independent financial advice since 1971

‘We get a first class service and are truly confident that our finances are in good hands.’
Mr. J. E. Skeldon, York

‘Lowes gave me the confidence I needed to invest without feeling pressurised to do so. Over the years the service has been excellent and the advice provided very reliable.’
Mrs S Chaytors, Bishop Auckland

‘Your company inspires confidence. For most of the 20 years, we have been looked after by our Adviser who has been outstanding in the care of our affairs, and always ready with sound advice. We think we have prospered under the guidance.’
Mr M Wilson, Dumbarton

‘My wife and I have been very grateful for the advice on our financial matters. My Adviser goes to great lengths to understand our personal situation and what we are hoping for from our investments.’
Mr R Thornton, Lincolnshire

‘I have felt thoroughly reassured by your human qualities of great patience, flexibility and personal approachability.’
Mr. W. B. Lowther, Kent

Being Independent

As an Independent Financial Adviser we provide you with an unbiased, whole of market guidance and market insight in order for you to make the best and most informed financial decisions to suit your individual circumstances.

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Our Approach

Over the years our personal approach to financial planning has helped both clients and company prosper.

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Our achievements

We are multi-award winning and have been judged by respected Money Marketing magazine to be amongst the top Investment Advisers in the UK in 3 out of 4 years and were named Investment Adviser of the Year by Investment Life & Pensions Moneyfacts Awards in 2023.

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About Lowes Investment Management

Lowes Investment Management are the dedicated investment management arm of Lowes Group Limited. The team within Lowes Investment Management are responsible for managing the Lowes’ Open Ended Investment Companies (OEICs) and the managed investment portfolios.

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