Lowes Financial Management
Lowes Financial Management is an Independent Financial Adviser in the UK, providing financial advice to clients and their families. The firm specializes in financial planning and investment advice, particularly in structured products.
- Pensions Planning
- Wealth Management
- Investment Management
- Inheritance Tax Planning
- Long Term Care Solutions
- Independent Financial Advice
Locations
Digital Popularity
Popularity over time
Competitors
Sapphire Financial Planning provides personal financial advice to help clients manage their wealth and achieve financial peace of mind.
Company Details
Lowes Financial Management is operated by Lowes Financial Management Limited and is a Active company incorporated on 29 May 1973 with the registered office located in Fareham, Hampshire. Lowes Financial Management Limited was registered 52 years ago.
Status
Active
Size
Small
Directors
5
Age
52 years old
Employees
64
Turnover
£7.79M
Total Assets
£3.1M
Cash in Bank
£1.5M
Total Liabilities
-£882.21K
Teams
72
32
22
12
12
9
2
Executive Assistant • Joined Jan 2023
Executive Assistant • Joined Jan 2021
Marketing Executive • Joined Jun 2017
Associate Director • Joined Jan 2022
Executive Assistant/PA • Joined Mar 2019
Business Manager • Joined Jan 2024
IT Manager • Joined May 2018
Project Manager • Joined Jan 2024
Wealth Manager • Joined May 2022
Investment Manager
Wealth Manager • Joined May 2022
Investment Manager
Financial Planning Executive • Joined Aug 2024
Pension Administrator • Joined Jun 2015
Financial Administrator • Joined Aug 2016
Financial Planning Coordinator • Joined Apr 2024
Investment Analyst • Joined Aug 2024
Financial Planning Administrator • Joined Aug 2024
Financial Planning Administrator • Joined Sep 2023
Financial Planning Administrator • Joined May 2017
Associate Director • Joined Jan 2022
Business Manager • Joined Jan 2024
IT Manager • Joined May 2018
Marketing Manager • Joined Mar 2022
General Manager
Compliance Manager
Compliance Manager • Joined Jan 2024
General Manager
Managing Director • Joined Jul 2002
Director Of Operations • Joined Jun 2024
Executive Assistant • Joined Jan 2023
Executive Assistant • Joined Jan 2021
Administrator • Joined Aug 2021
Administrator
Administrator
Financial Administrator • Joined Aug 2016
Administrator • Joined Aug 2021
Pension Administrator • Joined Jun 2015
Personal Assistant
Compliance Assistant • Joined Apr 2024
Marketing Executive • Joined Jun 2017
Executive Assistant/PA • Joined Mar 2019
Marketing Manager • Joined Mar 2022
Client Portfolio Executive • Joined Aug 2021
Client Services Executive • Joined Jun 2021
Business Development Executive • Joined Aug 2021
Marketing Coordinator
Client Liaison Officer • Joined Apr 2022
Marketing Co-ordinator • Joined Jan 2014
Financial Consultant
Financial Consultant • Joined May 2016
Financial Consultant • Joined Jan 2017
Financial Consultant • Joined Jun 2009
Independent Financial Consultant • Joined Nov 2016
Independent Financial Advisor
Paraplanner • Joined Sep 2023
Financial Planner • Joined Oct 2021
Retired
Financial Planner • Joined Jul 2023
Digital Marketing Specialist
Senior Paralegal • Joined Jun 2016
View 72 members