Financial Consultants

Lowes Financial Management

Lowes Financial Management is a reputable company based in Newcastle upon Tyne, England. They specialize in providing expert financial consulting services to clients. With their extensive knowledge and experience in the industry, they are able to offer tailored solutions to meet the unique needs of each individual or business. Lowes Financial Management is committed to delivering exceptional service and helping their clients achieve their financial goals.

Introduction to Lowes Financial Management

Lowes Financial Management is a financial consultancy firm based in Newcastle upon Tyne, England. The company was founded in 1971 and has since provided expert financial advice to individuals, businesses, and organizations. What sets Lowes Financial Management apart is their commitment to personalized service and their team of experienced and knowledgeable financial consultants.

Services & Products

Lowes Financial Management offers a range of financial services, including retirement planning, investment management, inheritance tax planning, and more. They provide tailored advice and solutions to help clients meet their financial goals and secure their financial future. Customers can also purchase investment products through the company, such as ISAs and bonds.

Location

Located in the heart of Jesmond, a bustling suburb of Newcastle upon Tyne, Lowes Financial Management is surrounded by a variety of businesses, including cafes, restaurants, and shops. The area is easily accessible by public transportation, with Jesmond Metro Station, West Jesmond Metro Station, and Haymarket Bus Station all within a 1.5-mile radius.

Benefits

Customers should choose Lowes Financial Management for their personalized approach to financial consulting. The company takes the time to understand each client's unique situation and provides tailored advice and solutions to meet their individual needs. With a team of expert financial consultants, customers can trust that they are receiving the best possible advice and guidance for their financial future.

Good to Know

Customers should be aware that Lowes Financial Management is a fee-based consultancy firm. They charge for their services based on the complexity of the advice provided and the amount of work required to implement the recommended solutions.

Reviews

Customers rave about the personalized service they receive from Lowes Financial Management. The company is known for its knowledgeable and friendly financial consultants who take the time to understand each client's unique needs and goals. Clients also appreciate the company's commitment to transparency and their fee-based structure, which ensures that clients receive unbiased advice and recommendations.

Amenities

computer
wi-fi
meeting room
coffee maker
reception desk
parking
wheelchair accessible
financial advice
investment advice
tax planning
insurance services

FAQ

What types of financial services do you offer?

We offer a wide range of financial services including investment management, retirement planning, tax planning, estate planning, and risk management. Our services are designed to help clients achieve their financial goals and secure their financial future.

What experience do your financial consultants have?

Our financial consultants have extensive experience and expertise in the financial industry. They hold advanced degrees and certifications in finance and have worked with a wide range of clients, from individuals to corporations. They are committed to providing personalized and comprehensive financial advice to help clients achieve their financial goals.

How do you charge for your services?

We charge for our services based on a fee-only model. This means that we do not receive commissions or other forms of compensation from third-party providers. Our fees are transparent and based on the level of service provided. We believe this approach aligns our interests with those of our clients and ensures that our advice is impartial and unbiased.

Can you provide references or case studies of your past clients?

Yes, we can provide references and case studies of our past clients upon request. We are proud of our track record of helping clients achieve their financial goals and are happy to share our success stories with potential clients.

How will you tailor your services to meet my specific financial goals and needs?

We understand that every client is unique and has different financial goals and needs. That's why we take a personalized approach to every client engagement. We work closely with clients to understand their financial situation, goals, and risk tolerance, and then develop a tailored financial plan to help them achieve their objectives. We also provide ongoing advice and support to ensure that clients stay on track to meet their goals.

Reviews

Francis Edward Walker

08-05-2023
Jennifer Lamb

Not helpful

29-04-2023
Norma Freeman

Our previous financial adviser had lost us a great deal of money. We switched to Lowes after attending a seminar. We have always been impressed by their professionalism and unique approach. We have had the same adviser John Walton since day one. We wish we had joined Lowes earlier! The structured products have given us some healthy returns over a number of years and hope they will continue to do so.

29-04-2023
Eileen Peers

I have been investing with Lowe's now for over 10years. With good advice my investments have always done well

29-04-2023
ray kerr

Have been a client of Lowe's for over 25 years we find the staff very friendly and give excellent professional financial advice. We would definitely recommend them.

29-04-2023
robert gray

Recently had a structured product that has matured and was recommended from Lowes.Very satisfied with outcome of product and recommended advice.

29-03-2023
Stuart

Always friendly and knowledgeable

29-03-2023
Mike Trench

I count myself very fortunate to have been introduced to Lowes Financial Management by my father and then making the decision early to invest for my retirement using their proven expertise. Over the last twelve years I have enjoyed an impressive return on my investments and benefitted incredibly from the detailed bespoke advice provided by Lowes. I am delighted with my structured portfolio developed over this period, which addresses all my short, medium and long term needs, and continue to enjoy the very personal service offered by my Lowes’ advisor and the supporting team of specialists. I can wholeheartedly recommend Lowes to anyone looking for financial management support, seeking help in planning for their future and making the most of their financial assets and investments.

29-03-2023
Ian Lawson

Year after year Lowes continue to provide sound financial advice. The recommendations for their structured product investments have so far resulted in significant returns, which is very welcome in these times of high inflation. I would highly recommend their service

29-03-2023
Peter Hemmings

Always seem friendly and never too pushy with knowledgeable advice.

29-03-2023