Lowes Brochure

Our Services The foundation of any successful company lies in the quality of service it provides to its clients. At Lowes, our culture is built on the principle of not only meeting but striving to exceed our clients’ expectations.

Our goal is to establish long-term relationships by delivering tailored financial advice that addresses each client’s unique needs. Through personalised service from dedicated professionals who genuinely care , we aim to provide our clients with peace of mind. We ensure regular communication as a core aspect of our service, fostering trust and transparency. Clients receive a quarterly magazine with updates on relevant financial topics. Additionally, when appropriate we send updates on market developments to offer perspective and reassurance based on our extensive experience.

Clients can access portfolio valuations online, and we provide a semi-annual report with market commentary from our Investment Department. These updates, along with direct correspondence from product providers, keep clients informed about their portfolio’s performance and broader market trends. We conduct annual reviews with each client to ensure that their investment portfolios and financial solutions continue to align with their evolving needs . Most importantly, we are there at times when clients need us.

I have great confidence in the integrity and competence of your company . I have been very fortunate to have

discovered Lowes Financial Management. I only wish I had done so when I took voluntary redundancy in 1994.

Mr R Cowell, Lancashire Client since 2000