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Our Achievements

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Chartered Financial Planner Status

As a company, one of our proudest achievements over the decade was receiving the accreditation of “Chartered Financial Planners”.

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.

In 2007, Lowes became one of the first firms in the country to achieve the accreditation “Chartered Financial Planners”. We have continued to ensure colleagues acquire and retain the necessary knowledge and skills to deliver the highest quality service and advice.

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We are regularly recognised for excellence

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

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 MoneyAge
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
2016 Excellence in Tax Mitigation: North East Wealth & Finance International
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 Adviser 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
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
2009 Best Use of Technology Money Marketing
2009 Best Tax & Estate Planner Moneyfacts
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