Lowndes Halsden & Partners Limited

Independent Financial Adviser Lowndes Halsden & Partners Ltd, Holt House, 184-190 Caerphilly Road, South Glamorgan, Cardiff, CF14 4NR
FCA verified
16th September 2019
You will receive your free full tailored recommendation's report without any fees or obligations along with your free meeting/s.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Building your home
    • Buy to let
    • Buying first home
    • Flexible mortgages
    • High loan to value
    • Mortgage protection
    • Next home / Remortgaging
    • Right to buy
    • Self-employed mortgages
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
Meet our advisers
Ian Ross
Senior Consultant
Stephen Boyle
Senior Consultant
Stuart Edwards
Senior Consultant
Spencer Drew
Pension Specialist
Where to find us

Lowndes Halsden & Partners Ltd, Holt House, 184-190 Caerphilly Road, South Glamorgan, Cardiff, CF14 4NR

About us

We provide a wide range of independent financial services incorporating investment portfolios, tax efficient income, capital security, retirement planning, tax planning, pensions, mortgages and various insurances. Our business is derived from a healthy bank of existing clients and referrals from these clients. Accordingly our reputation is paramount. Initial meetings are free and without obligation. Future remuneration can be on a fee basis, commission basis or a combination of the two.

Our services

We are straight talking. Whether you are looking for investment, pension, mortgage, savings, protection advice or a full financial review we will make sure you understand your finances and trust us to give you best advice.

Advice methods
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value

This will be explained when booking an appointment or please look at our website.

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