Lowry Shuker Financial Planning Ltd

Restricted - Whole of Market  Everton Park Business Centre, Liverpool, Merseyside, L5 3LF
First meeting at adviser's own cost
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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Stakeholder
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Bad credit
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Buy my next home
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Buy to let
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Buying first home
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Flexible mortgages
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High loan to value
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Mortgage protection
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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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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Socially responsible investments
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Unit trusts
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Lump sum
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Regular savings
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Buildings and contents
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Commercial motor
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Critical illness
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Income protection insurance
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Life insurance
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Small business
Response rating
7.0/10
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FCA authorised
Last authorised 1st March 2021
Meet our advisers
MRS Lynn McNally
Investment, Pension & Mortgage Advisor

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

This exam accesses understanding of the financial services and their regulation.

This exam accesses understanding of protection, savings and investment products.

This exam accesses understanding of identifying and satisfying client needs.

About us

We are an independently owned practice of two lady advisors with combined experience of 45 years in the industry.

Our success is based on consistently delivering a personal service, helping our clients achieve what is best for them.

Making decisions about Pensions/Investments and/or Mortgages can send anyone into a quandry! What should I do/What can I do/Which one is best?

Arrange with us to discuss any queries in a no-obligation face to face meeting FREE of charge and get your future plans underway.

Our services

Our core advice service includes Pensions (not Final Salary), Investments and Mortgage Advice.

Where to find us
Head office address: Everton Park Business Centre, 94 Great Homer Street, Everton, Liverpool, Merseyside, L5 3LF
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Response rating
7.0/10
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FCA authorised
Last authorised 1st March 2021

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