Lowson & Company Chartered Financial Planners

Independent Financial Adviser  3rd Floor, Rosemary House, Lancaster, Lancashire, LA1 1LU
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FCA authorised
Last authorised 7th June 2021
...because not all Financial Advisers are the same!
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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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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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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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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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
Meet our advisers
MR Jon Lowson A.P.F.S
Chartered Financial Planner
About us

We are Lancaster's only Independent firm of Chartered Financial Planners and provide expert advice on Pension and Investments, to individuals, companies and charities. As Investment Managers, we can also offer specialist investment services, which other advisers just can't provide.

Our services

Pensions and Investments can be incredibly complex - but working with a professional Chartered Financial Planner, you can leave the difficult stuff to us. We want you to enjoy your money, without having to worry about it.

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
  • icons
    Face to face

3rd Floor, Rosemary House, 61 North Road, Lancaster, Lancashire, LA1 1LU

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