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

Ian Lowes

Helen Hutton

Claire Lockey

Gershom Chan Chartered McSi

Kelly Abernethy

Colin Little

Gershom Chan Mcsi Fpfs

Chris Bradley Adv Dipfa

Barry Hopper

The Finance and Investment Team at Lowes Financial Management is responsible for creating and managing bespoke and model investment portfolios for clients, ensuring they receive tailored financial advice based on a comprehensive analysis of the investment landscape. This team leverages its extensive experience to select funds, manage assets, and mitigate risks, all while striving to deliver attractive returns. Additionally, the team provides expert advice on pensions, inheritance tax planning, and long-term care, contributing to the firm's reputation for innovative and client-focused financial planning.

Finance and Investment Team

Administration and Support

IT and Technical Support

Finance and Investment Team

About

Team members