Lowes Financial Management Limited is one of the largest privately owned, chartered independent financial advisory firms in the UK. They are award-winning certified financial planners. Since 1971, Lowes has provided independent financial advice to thousands of people across the UK. Ian Lowes is the company's Managing Director. Their highly trained advisors, analysts and support staff implement their approach to financial planning together, enabling them to help clients build, protect and transfer their wealth. Their technical knowledge and qualified staff will support you throughout the advisory process and evaluate your investment portfolio to ensure your financial plan continues to be tailored to your specific needs. Additionally, the firm offers a personalized approach to financial planning, enabling its clients to help them achieve their goals of creating, protecting and ultimately passing on their wealth. They advise clients on various financial aspects such as inheritance tax planning, tax mitigation and other general financial planning services with customers. They serve also in Middlesbrough. They also offer free retirement advice and free consultations.
UNIQUE FACTS:
• Provides Sound Independent Financial Advice to Their Clients and Families for Generations.
• They Have Almost 90 Committed Professionals.
• Free No-obligation Consultation.
Best Financial Services in Newcastle Upon Tyne
Expert recommended Top 3 Financial Services in Newcastle Upon Tyne, UK. All of our financial services actually face a rigorous 50-Point Inspection, which includes local reviews, history, business standards, ratings, satisfaction, trust, price and their trading excellence.
We have a strict “No Pay to Play” policy.
LOWES FINANCIAL MANAGEMENT LIMITED REVIEWS
Have used Lowes for over five years, almost entirely investing in structured products. I would recommend around 10% of an investment portfolio be geared to structured products. My experience has seen expected returns of 7%to 10% per annum fully delivered. All of these have been defensive style kick out plans. Lowes are a very genuine company with knowledgable friendly and non pushy staff. Yesterday, I was due a call from them at 4pm to discuss further investments on a maturing plan. In the event I chose to take the proceeds in cash. Absolutely no problem and an appropriate redemption form was emailed the next morning as promised. Incidentally, they phoned right on time All dealings have been by phone, email or post as I am resident some 200 miles away being south of Nottingham. Will make further investments in future.
Our previous financial adviser had lost us a great deal of money. We switched to Lowes after attending a seminar. We have always been impressed by their professionalism and unique approach. We have had the same adviser John Walton since day one. We wish we had joined Lowes earlier! The structured products have given us some healthy returns over a number of years and hope they will continue to do so.
We have been with Lowes for many years. Initially, we had Barry as our financial advisor and now we have Michael. Both of them have provided us with first class advice and always with good humour! Although they are based a long way from where we live, they still visit us twice a year and are at the end of a phone, email or zoom call which is a terrific service. I have also recommended them to friends.
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Penda Financial Management Ltd is a well-established company with professional financial and mortgage brokers in Newcastle upon Tyne. Angela McGhee is the founder and managing director of Penda Financial Management. She has been involved in financial planning for over twenty years. Angela McGhee has earned a reputation for understanding the financial markets and offering a wide range of services to help her clients manage their money effectively. She enjoys helping people in a friendly manner. She provides straightforward, professional advice on financial planning, mortgages, pensions, and protection. They specialize in providing advice on mortgages, pensions, investments and protection. PFM also offers income protection, life insurance and critical illness insurance. The financial company prides itself on providing expert financial advice tailored to the needs of its customers. They analyze all available options and summarize their recommendations in an easy-to-understand report. Available to schedule a free consultation.
UNIQUE FACTS:
• Book a Free Consultation With One of Trusted Advisers.
• An Ongoing Process of Investing and Advising.
• Daytime, Evening and Weekend Appointments Available.
Speciality:
Contact:
Working Hours:
Sat: 9am - 4pm
Sun: Closed
TBR® Inspection Report:
PENDA FINANCIAL MANAGEMENT LTD REVIEWS
Angela provided exceptional help and professional advice in helping to guide me through purchasing my first home. I believe her services would be an asset to anyone and I would not hesitate to recommend Penda Financial Management to family, friends and colleagues. I was particularly impressed by the fact that Angela is extremely knowledgeable, friendly and her work rate is remarkable - always available at any time of the day including weekends and happy to help with any query no matter how small through the entire process. While the market is volatile and changing on a daily basis this did not present any problem delays or problems to me thanks to Angela who took it all in her stride. Thank you again Angela, your help has been invaluable.
Used Penda financial for mortgage advice/application aswell as sorting out life insurances for both myself and my wife. Angela made the whole process very easy for us. Taking calls in the late hours of the day to accommodate my work situation. Each question/query we had was dealt with and replied too very quickly. Will definitely recommend to anyone who needs financial advice to use penda as the service was fantastic.
We were really pleased with the help and support Angela gave us in relation to sorting our mortgage and insurances. She was approachable and always there to help. We would highly recommend Angela and Penda Financial.
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Reeves Independent Ltd was founded in 1996 by Nigel Reeves. The company has grown into a specialist independent financial advisory firm. Their knowledgeable specialists will work with you to create a customized plan that takes your financial situation and specific goals into account. They are experts in pensions advice, retirement planning and investment services and manage funds worth over £400 million. They aim to help their clients build financial security for the present and the future. RI focuses on retirement planning and financial advice to help you build a bright, sustainable future. They work with you to create a customized plan to give you the retirement you deserve. A dedicated team of consultants, technical specialists and support staff work with customers nationwide. Reeves Independent offers free consultations to all customers.
UNIQUE FACTS:
• Financial Tools Available.
• They are Fully Regulated by The Financial Conduct Authority.
• With Over 100 Team Members.
• Privately Owned and Managed.
Speciality:
Award:
Contact:
Working Hours:
Sat: 9am - 5pm
Sun: Closed
TBR® Inspection Report:
REEVES INDEPENDENT LTD REVIEWS
Nigel and his team provided a bespoke pension service tailored to my specific requirements and has expertly advised and explained the process at every stage, sharing his insight and knowledge with a personable and easy going approach. I would have no problem in recommending Nigel and his team, and look forward to using his services, on an ongoing basis, in the future.
Nigel is knowledgeable and supportive. He's very proactive as an IFA and always has my needs and concerns as the central focus. He is straightforward and honest; no flannel, no condescention, no flash car (out of my profits), just great advice. I would recommend him wholeheartedly.
Nigel Reeves has provide advice to me in respect of my own pension requirements and in respect of two family trusts. I have been very pleased with the advice provided by Nigel and I am very happy with the standard of service provided by Reeves Independent.
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