As one of the largest privately owned Chartered Independent Financial Advisers in the UK, we have been building successful long-term relationships with clients for 50 years. 

The keystone upon which Lowes clients have prospered is our personal approach to financial planning, enabling us to help with their goals to build and ultimately protect their wealth.

Lowes has almost 1bn assets under management and 95% of clients rate our investment advice as 'Good'​ or 'Very Good'​. Over 80 people work for the firm in some capacity. As well as providing investment management, Lowes can advise on Inheritance Tax planning, pensions, long term care and other general financial planning issues. A combined wealth of experience and industry knowledge ensures clients receive financial advice that is tailored to their personal needs and expectations.

Lowes provides a bespoke and model investment portfolio service and we pride ourselves on being an 'Independent'​ Financial Adviser. This means we look across the whole investment space into alternatives, alongside traditional investments, to deliver attractive returns for clients, taking the appropriate level of risk. The investment process is not driven by external set asset allocation, but by the investment team's own fund selection and asset parameters. Our long history in investments means that we have experienced different economic styles and recognise the importance of protecting client's money.

We are also a renowned expert in the field of structured products and run CompareStructuredProducts.com. 

Our expertise in the field of financial planning has led to being acknowledged in industry awards over the years, something which we are justly proud of.

Lowes Financial Management is Authorised and Regulated by the Financial Conduct Authority.

Investment Management

Lowes Financial Management

Lowes Financial Management's headquarters in Jesmond, United Kingdom

Jerry Hall

Claire Lockey

Chris Bradley Adv Dipfa

Barry Hopper

Colin Little

Gershom Chan Chartered McSi

Peter Hamilton Collins Chartered McSi. F Inst Pa. Msww

Fiona Rogerson

Lauren Moor

Helen Hutton

Steven Minnikin

Douglas Montgomerie

Claire Pattison

Eugenie Soloshchenko

Gershom Chan Mcsi Fpfs

Max Darer

Anna Hedworth

Mark Johnson Fpfs

Scott Constable

Paul Brook

Keiran Menhams

Joel Brown

Charlie Allen

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People (30)

Claire Lockey

Steven Minnikin

Katie Collings

Liam Tyrie

Phoebe Toone

Stephanie Miller

Helen Hutton

Claire Pattison

Chris Bradley Adv Dipfa

Max Darer

Mark Johnson Fpfs

Gershom Chan Mcsi Fpfs

Andrew Mcdonald Dippfs

Jonathan Kidd

Peter Hutchinson

Rob Earl Fpfs

Alex Molyneux Dippfs

Greg Skeoch Dipfa

Harry Sharp Dippfs

Helen Grieves Fpfs

Neil Mclachlan