Lowes Financial Management Limited

Independent Financial Adviser  29 Coleridge Close, Hertfordshire, SG4 0QX
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 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
Meet our advisers
Mr Christopher Large
Financial Consultant
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.

Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£151,000
Advice methods
  • phoneButton
    Telephone
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    Face to face

29 Coleridge Close, Hitchin, Hertfordshire, SG4 0QX

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