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Our Achievements

We are delighted to be a multi award winning firm, with particular award victories for investment advice where for the last three out of four years (2018, 2020, 2021) we were identified as

Best Investment Adviser

at the prestigious Money Marketing Awards. 2019 we were runner up for the award. For a full list of honours we have been recognised in click here.

Money Marketing Awards 2018 winner

 

 

Money Marketing Awards Winner 2020

 

 

Money Marketing Awards Winner 2021

 

 

Chartered Financial Planner Status

In 2007, Lowes became one of the first firms in the country to achieve the accreditation “Chartered Financial Planners”, an achievement which we are justly proud of.

The

Chartered Financial Planners

status is considered to be the ‘gold standard’, held only by firms which demonstrate their professional commitment to raising standards of knowledge, capability and ethical practice. Over the years we have constantly continued to ensure colleagues acquire and retain the necessary knowledge and skills to deliver the highest quality service and advice.

An Associate Firm

Most recently and in addition to our Chartered Status, Lowes has become an “Associate” firm which demonstrates the adoption of professional standards set by the Personal Finance Society enabling us to stand tall behind a culture that places clients and staff at its heart. As a firm we are proud to continue our efforts to demonstrate our professional standards and adhere to the following core principles:

1. Act in the best interests of clients, using a customer charter to aid transparency

2. Demonstrate integrity, probity and fairness by aligning with the code of professional ethics & conduct

3. Comply with the spirit as well as rules of regulation

4. Comply with the spirit as well as the rules of employment law

5. Invest in your people by funding a policy of ongoing training and professional development

6. Operate a clear diversity & inclusion policy, for both your staff and clients

7. Operate a policy of corporate social responsibility

8. Adhere to transparent governance standards and processes

We are regularly recognised for excellence

We are always proud to receive recognition in professional awards and have been finalists in the following

2022
Chartered Financial Planning Firm of the Year

PFS

2022
Financial Adviser of the Year

MoneyAge

2022
Best Investment Advice Firm

Money Marketing

2022
Adviser Firm of the Year

Professional Adviser

2022
Best Investment Advice Firm

ILP Moneyfacts

2021
Best Investment Advice Firm

Money Marketing

2021
North East IFA of the Year

Professional Adviser

2021
Chartered Financial Planning Firm of the Year

PFS

2021
Investment Adviser of the Year

MoneyFacts

2021
Financial Adviser of the Year

MoneyAge

2020
Financial Adviser Award - Small to Medium Firm of the Year

MoneyAge

2020
Best Investment Adviser

Money Marketing

2020
Best Retirement Adviser

Money Marketing

2020
Best Investment Adviser

Moneyfacts

2019
Financial Adviser of the Year

MoneyAge

2019
Innovation Award
(UK Defined Strategy Fund)

Moneyfacts

2019
Best Investment Adviser

Moneyfacts

2019
Best Investment Adviser

Money Marketing

2018
Financial Adviser of the Year

Money Age

2018
Best Retirement Adviser

Money Marketing

2018
Best Investment Adviser

Money Marketing

2017
Best Retirement Adviser

Money Marketing

2017
Best Investment Adviser

Money Marketing

2017
Best Investment Adviser

Professional Adviser

2017
Best Investment Adviser

Moneyfacts

2016
Best Investment Adviser: North East

Wealth & Finance International

2016
Investment Adviser of the Year

Unbiased

2016
Best Investment Adviser

Professional Adviser

2016
Best Investment Adviser

Money Marketing

2016
Best Investment Adviser

Moneyfacts

2015
North East IFA of the Year

Professional Adviser

2015
Best Personal Financial Planning

Wealth & Finance International

2015
Independent Financial Planner

Wealth & Finance International

2015
Chartered Financial Planner of the Year

Chartered Insurance Institute

2015
Best Investment Adviser

Moneyfacts

2014
North East IFA of the Year

Professional Adviser

2014
Best Investment Adviser

Money Marketing

2014
Best Investment Adviser

Moneyfacts

2013
Outstanding Contribution to Market

Professional Adviser

2013
Best Adviser Communications

Professional Adviser

2013
IFA of the Year

Money Marketing

2013
Best Investment Adviser

Money Marketing

2013
Best Investment Adviser

Moneyfacts

2012
Investment Adviser of the Year

Professional Adviser

2012
Financial Education Award

Professional Adviser

2012
Best Investment Adviser

Money Marketing

2011
Best Investment Adviser

Money Marketing

2011
Best Retirement Adviser

Moneyfacts

2011
Best website

Professional Adviser

2010
Financial Education Award

Professional Adviser

2010
Outstanding Contribution to Market

Professional Adviser

2010
IFA of the Year

Money Marketing

2010
Best Investment Adviser

Money Marketing

2010
Best Investment Adviser

Moneyfacts

2010
Chartered Financial Planner of the Year

Chartered Insurance Institute

2010
Best IFA Firm

Unbiased.co.uk

2009
Best Tax & Estate Planner

Moneyfacts

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0191 281 8811

enquiry@Lowes.co.uk

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