Duncan Hall Financial Planning Services

Independent Financial Adviser 3rd Floor Rosemary House, North Road, Lancaster, Lancashire, LA1 1LU
FCA verified
17th June 2019
Duncan's business has now merged with Lancaster's only firm of Independent Chartered Financial Planners.
We can advise you on
    • Investing for income
    • ISAs
    • OEICs
    • Offshore investments
    • Unit trusts
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Wealth management
    • Long term care
Meet our advisers
adviser-person
Jon Lowson
Chartered Financial Planner
Where to find us

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

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

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

Duncan Hall Financial Planning Services is a trading style of J H Lowson & Company Limited which is authorised and regulated by the Financial Conduct Authority and is entered on the FCA register (www.fca.gov.uk/register/) under reference 582104

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