Lowes Financial Management Limited
The aim of the examinations is to provide Associates with the professional knowledge and skills required to undertake, after sufficient experience, a position as a pensions specialist.
To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.
This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.
Lowes Financial Management is one of the longest standing Independent Financial Advisers in the UK, where we have been providing sound Independent Financial Advice to our clients and their families for generations. As a Chartered Financial Planning Firm, we demonstrate our commitment to raising standards of knowledge, capability, and ethical practice, which is considered to be the “gold standard” of financial planning in the UK. With 50 years’ experience with the financial service industry, we are a multi award winning firm, judged to be one of the best investment advisers in the UK for 11 out of 12 years. Winner of ‘Best Investment Advice Firm” at the prestigious Money Marketing Award 3 out of 4 years (2018, 2020, 2021).
In our 2021 client satisfaction survey, over 96% of respondents rated Lowes 'Very Good' or 'Good' for client service, over 97% rated 'good' or 'very good' for investment advice, and depth of knowledge, and over 97% would recommend Lowes services to a friend, relative or colleague.
We advise clients across a wide range of financial aspects such as inheritance tax planning, investment management, pensions, tax mitigation, long term care and other general financial planning issues with client confidentiality assured. A combined wealth of experience and industry knowledge ensures you receive financial advice which is tailored to your personal needs and expectations. Our objective is to build long-term, mutually beneficial relationships with clients and we will endeavour to act in your best interests at all times.
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