18th September 2017

Lowndes Halsden & Partners Limited

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

You will receive your free full tailored recommendation's report without any fees or obligations along with your free meeting..

We can advise you on

Mortgages
- Buy to let
- Commercial for individuals
- Equity release
- First time buyers
- Flexible
- High loan to value
- Home reversion
- Overseas
- Remortgage
- Residential
- Right to buy
- Self build
- Self employed
- Sub prime
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Traded endowment policies
- Unit trusts
Insurance & protection
- Accident & sickness
- Buildings and contents
- Critical illness
- Home and leisure
- Income protection insurance
- Life insurance
- Small business
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Financial planning
- Wealth management
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning

Looking for advice? We're here to help you Call the Unbiased team 0800 023 6623

Meet our advisers

Ian Ross

Senior Consultant

Qualifications & Accreditations Hide qualifications

Diploma In Financial Planning (CII)

This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.

Stephen Boyle

Senior Consultant

Qualifications & Accreditations Hide qualifications

Diploma in Professional Financial Advice (SQA)

This qualification assesses a knowledge and understanding of the financial services industry including: regulation and ethics, personal taxation, investment principles and risk, pensions and retirement planning, financial protection

Stuart Edwards

Senior Consultant

Qualifications & Accreditations Hide qualifications

Diploma In Financial Planning (CII)

This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.

Spencer Drew

Pension Specialist

Qualifications & Accreditations Hide qualifications

Diploma In Financial Planning (CII)

This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.

AwPETR - Award in Pension Transfers

This qualification assesses a knowledge and understanding of pension transfer options available and their implications, including income options, legislation and regulations impacting pension transfers, transitional issues as a result of different forms of protection, and the relationship between pension returns and options and investment and capital risk.

Where to find us

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.

Compliance

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

Looking for advice? We're here to help you Call the Unbiased team 0800 023 6623

We can advise you on

Mortgages
- Buy to let
- Commercial for individuals
- Equity release
- First time buyers
- Flexible
- High loan to value
- Home reversion
- Overseas
- Remortgage
- Residential
- Right to buy
- Self build
- Self employed
- Sub prime
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Traded endowment policies
- Unit trusts
Insurance & protection
- Accident & sickness
- Buildings and contents
- Critical illness
- Home and leisure
- Income protection insurance
- Life insurance
- Small business
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Financial planning
- Wealth management
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning

Advice methods

Face to face

Preferred clients

Minimum wealth (income/assets)

£0

Minimum pension value

£0

Minimum mortgage value

£0

Compliance

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

Looking for advice? We're here to help you Call the Unbiased team 0800 023 6623

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