IAIN LOWE WEALTH MANAGEMENT LTD

Independent Financial Adviser  Falkirk Business Hub, Falkirk, Stirling and falkirk, FK1 1LL
First meeting at adviser's own cost
‘Professional and personal advice for retirement, investment and protection planning, designed for you and your requirements.
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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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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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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Accident & sickness
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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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Payment protection insurance
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Estate planning
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Taxation planning
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group life insurance
Response rating
9.0/10
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FCA authorised
Last authorised 21st September 2020
Meet our advisers
Iain Lowe DipFA MIFS
Independent Financial Adviser

This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

About us

2plan wealth management Ltd is a national advisory firm. Launched in July 2007 it has grown to become one of the leading firms, consisting of Financial Advisers in the UK.

My primary focus is on the provision of independent wealth management services for private investors and corporate clients throughout the UK. My range of services covers all aspects of pensions, investments and insurance.

Our services

We act solely in the best interests of our clients at all times. We do not act on behalf of any product provider, bank or insurance company. The ‘client experience’ is paramount and all our advisers pride themselves in building lasting professional client relationships. We aim to ensure that all our clients will always view their 2plan wealth management adviser as their trusted IFA.

Where to find us
Head office address: Falkirk Business Hub, 45 Vicar Street, Falkirk, Stirlingshire, FK1 1LL
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
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    Face to face
Response rating
9.0/10
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FCA authorised
Last authorised 21st September 2020

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