Lowes Company Brochure

‘‘

Lowes excellent, recommended investments have put my financial affairs into a completely new league.

Research

Technical

Compliance

Support

Investments

Mr R King - client since 2000

Consultants

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Software Development

Administration

Marketing

informed of movements in the value of their portfolio and the wider investment landscape.

clarification and reassurance based on our many years of experience.

Furthermore, every client is contacted at least once a year and offered a financial review to ensure that their investment portfolios, and any other solutions put in place, continue to match their needs.

Portfolio valuations can be accessed at any time via our website and twice a year we post a copy to clients accompanied by our Investment Department’s market commentary. In conjunction with correspondence sent directly from the product providers, these communications help to keep clients well

advice we provide

• Holistic Financial Planning • Investment Advice • Portfolio Management • Tax Planning and Mitigation • Pensions • Retirement Planning • Long Term Care Planning • Asset Protection • Trusts