Lowes Financial Management Limited

Independent Financial Adviser  29 Coleridge Close, Hitchin, SG4 0QX
First meeting at adviser's own cost
Multiple award winning Chartered Financial Planners recommended by over 97% of clients, established in 1971. Need advice? Look no further
We can advise you on
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Annuity purchase
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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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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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Unit trusts
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Lump sum
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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
Response rating
7.0/10
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FCA authorised
Last authorised 13th September 2021
Meet our advisers
Mr Christopher Large
Financial Consultant

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.

Accreditations
Chartered financial planner - individual adviser accreditation
About us

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.

Our services

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.

Where to find us
Head office address: Lowes Financial Management, Fernwood House, Clayton Road, Tyne and Wear, NE2 1TL
Service coverage
Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£51,000
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 13th September 2021

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