Lowes Financial Management Limited

Independent Financial Adviser  29 Coleridge Close, Hitchin, Hertfordshire, SG4 0QX
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FCA authorised
Last authorised 1st March 2021
Provides high quality independent financial advice and an ongoing service that makes a real difference clients and thier families
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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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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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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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
Meet our advisers
MR Chris Large
About us

There are few Independent Financial Advisers in the UK with a pedigree which matches that of Chartered Financial Planners Lowes Financial Management. As one of the longest standing and most respected Independent Financial Advisers in the UK, Lowes have been forging successful long term relationships with clients for more than 45 years. The keystone upon which Lowes and its clients have prospered is the firm’s personal approach to financial planning, enabling us to help clients with their goals to build and ultimately protect their wealth. Lowes’ team of highly qualified Consultants, Investment Analysts, Technicians and support staff collectively provide a truly personal and professional service, ensuring that our clients remain confident in the advice we provide.

Our services

Specialisms include:
- Pension transfer advice – including defined benefit/final salary transfers.
- Helping clients on their “Pathway to retirement”.
- Retirement advice.
- Inheritance Tax Planning.
- Wealth management services.
- Flexible retirement option (FRO) projects
- Exit planning for business owners.
- Advice delivered in the workplace.
- Employee benefits including workplace pensions.

Contact us on <phone number hidden> or <phone number hidden> for all your financial planning, tax mitigation and investment advice needs.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
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Minimum mortgage value
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Advice methods
  • phoneButton
    Telephone
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    Face to face

29 Coleridge Close, Hitchin, Hitchin, Hertfordshire, SG4 0QX

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