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Lowes Financial Management Limited

Lowes Financial Management Limited is an 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
Active since incorporation
Company No
01115681
Private limited company
Age
52 years
Incorporated 29 May 1973
Size
Small
Turnover is under £15M
Balance sheet is under £7.5M
Confirmation
Submitted
Dated 26 April 2025 (6 months ago)
Next confirmation dated 26 April 2026
Due by 10 May 2026 (6 months remaining)
Last change occurred 5 months ago
Accounts
Submitted
For period 1 Jan ⟶ 31 Dec 2023 (12 months)
Accounts type is Full
Next accounts for period 31 March 2025
Due by 31 December 2025 (2 months remaining)
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Contact Update Details
Address
4500 Parkway
Whiteley
Fareham
PO15 7AZ
England
Address changed on 14 Feb 2025 (8 months ago)
Previous address was Fernwood House Clayton Road Newcastle upon Tyne Jesmond NE2 1TL England
Telephone
01912818811
Email
Available in Endole App
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People
Officers
5
Shareholders
1
Controllers (PSC)
1
Ian Hamilton Lowes
Director • Financial Advisor • British • Lives in England • Born in Mar 1969
Daniel Underwood
Director • Chief Financial Officer • British • Lives in England • Born in May 1983
Jason Edwards
Director • British • Lives in England • Born in Mar 1974
Barry Hopper
Director • Financial Adviser • Lives in England • Born in Sep 1968
Jeremy Hall
Secretary
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Shareholders, PSCs & Group Structure
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Mutual Companies
Lowes Group Limited
Ian Hamilton Lowes, Barry Hopper, and 1 more are mutual people.
Active
Lowes Investment Management Limited
Ian Hamilton Lowes, Barry Hopper, and 1 more are mutual people.
Active
Saltus Wealth Partnership Limited
Jason Edwards and Daniel Underwood are mutual people.
Active
Abacus Estate Planning Services Limited
Jason Edwards and Daniel Underwood are mutual people.
Active
Saltus Partners LLP
Barry Hopper and Jason Edwards are mutual people.
Active
Brunton Mews Management Company Limited
Ian Hamilton Lowes is a mutual person.
Active
Delta Financial Management Limited
Jason Edwards is a mutual person.
Active
GM2 Limited
Jason Edwards is a mutual person.
Active
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Brands
Lowes Financial Management
Lowes Financial Management is an Independent Financial Adviser in the UK, providing financial advice to clients and their families.
Financials
Net Assets, Total Assets & Total Liabilities (2014–2023)
Period Ended
31 Dec 2023
For period 31 Dec ⟶ 31 Dec 2023
Traded for 12 months
Cash in Bank
£1.5M
Increased by £379.18K (+34%)
Turnover
£7.79M
Decreased by £440.04K (-5%)
Employees
64
Increased by 3 (+5%)
Total Assets
£3.1M
Increased by £249.32K (+9%)
Total Liabilities
-£882.21K
Increased by £47.36K (+6%)
Net Assets
£2.22M
Increased by £201.96K (+10%)
Debt Ratio (%)
28%
Decreased by 0.82% (-3%)
See 10 Year Full Financials
Latest Activity
Barry Hopper Resigned
3 Months Ago on 11 Jul 2025
Confirmation Submitted
5 Months Ago on 12 May 2025
Saltus Financial Planning Limited (PSC) Appointed
7 Months Ago on 31 Mar 2025
Lowes Group Plc (PSC) Resigned
7 Months Ago on 31 Mar 2025
Details Changed
8 Months Ago on 14 Feb 2025
Registered Address Changed
8 Months Ago on 14 Feb 2025
Lowes Group Plc (PSC) Details Changed
9 Months Ago on 31 Jan 2025
Mr Barry Hopper Details Changed
9 Months Ago on 31 Jan 2025
Mr Ian Hamilton Lowes Details Changed
9 Months Ago on 31 Jan 2025
Daniel Underwood Appointed
9 Months Ago on 31 Jan 2025
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Documents
Termination of appointment of Barry Hopper as a director on 11 July 2025
Submitted on 14 Jul 2025
Confirmation statement made on 26 April 2025 with updates
Submitted on 12 May 2025
Cessation of Lowes Group Plc as a person with significant control on 31 March 2025
Submitted on 3 Apr 2025
Notification of Saltus Financial Planning Limited as a person with significant control on 31 March 2025
Submitted on 3 Apr 2025
Director's details changed for Mr Ian Hamilton Lowes on 31 January 2025
Submitted on 14 Feb 2025
Director's details changed for Mr Barry Hopper on 31 January 2025
Submitted on 14 Feb 2025
Registered office address changed from Fernwood House Clayton Road Newcastle upon Tyne Jesmond NE2 1TL England to 4500 Parkway Whiteley Fareham PO15 7AZ on 14 February 2025
Submitted on 14 Feb 2025
Secretary's details changed
Submitted on 14 Feb 2025
Change of details for Lowes Group Plc as a person with significant control on 31 January 2025
Submitted on 14 Feb 2025
Appointment of Mr Jason Edwards as a director on 31 January 2025
Submitted on 11 Feb 2025
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Repayment History
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