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  11. Duncan Hall Financial Planning Services

Duncan Hall Financial Planning Services

Independent Financial Adviser  3rd Floor Rosemary House, Lancaster, Lancashire, LA1 1LU
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FCA authorised
Last authorised 2nd August 2021
Duncan's business has now merged with Lancaster's only firm of Independent Chartered Financial Planners.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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ISA / Unit Trusts / OEICs
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Investing for income
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OEICs
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Offshore investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Long term care
Meet our advisers
MR Jon Lowson
Chartered Financial Planner
About us

After running a successful business for over 20 years, Duncan is planning a well-earned retirement and Duncan Hall Financial Planning Services is now a trading style of J H Lowson & Company Limited. Duncan continues to work as a Client Relationship Manager, for his clients.

Our services

We offer friendly, professional and expert advice on Retirement and Investment planning

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • icons
    Face to face

3rd Floor Rosemary House, North Road, Lancaster, Lancashire, LA1 1LU

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