Lowes Magazine Issue 120

50TH YEAR CELEBRATION

Lowes’ charity challenges

NEW Team

OVER THE YEARS LOWES AND ITS STAFF HAVE BEEN involved in many charitable events and challenges. 1987 saw our first garden party and raffle, raising £6,000 from clients and £10,000 donation from Lowes to provide a Minibus for St Oswald’s Hospice. Lowes staff have taken part in some hair-raising events for charity. In 2006, ten members of the Lowes team crossed the river Tyne on a zipwire, from the top of the famous Tyne Bridge to near the Millennium Bridge, raising money for the Anthony Nolan Trust, which supports leukaemia patients. The Lowes team consisted of ten members of staff- with Managing Director, Ian Lowes, heading the charge. In 2014, a small team from Lowes - including Jackie Scott and Ian Lowes - bungee jumped from a 330ft crane above the river Tyne, raising money for Tiny Lives, Rape Crisis, and the Bobby Robson Foundation. In early 2021, members of staff from Lowes Financial Management decided to collectively trek the virtual distance across the Atlantic Ocean - starting at Fernwood House, Newcastle and covering the same distance as it would take to end up at The Empire State Building in the centre of New York City. This was planned to be a total of 3,332 miles. However, by the challenge’s end, Team Lowes had clocked up a total distance of 3,880 miles! As a result Lowes Financial Management raised £19,400 for Mind. In September 2021, thirteen members of staff from Lowes took on the Hadrian’s Wall Charity Challenge Walk in aid of Heel & Toe Charity – including Belinda McFarling (Compliance Assistant) and Michael Stowe (Consultant) pictured above – raising over £8,000! Also, to mark our 50 th anniversary, we are running a referral scheme, with a pledge to donate up to £50,000 to charity. See the box below for more details. Please feel free to contact us on Contact@ Lowes.co.uk, or reach out to our marketing team on 0191 281 8811 and advise them of any new client referrals.

Longstanding Lowes people WE ARE DELIGHTED THAT SO MANY OF THE LOWES team have stayed with Lowes for so many years. Their time with us, we hope, says much about Lowes as a company. Here are some of our current people and when they joined the company. Investments – Doug Millward, Investments Manager (joined 1996) Pensions – Barry O’Sullivan, Pensions Technician (joined 2007) Consultant Support – Linda Payne, PA to Chris Milsom (joined 2006) Administration – Christine Craig, Administration Team Leader (joined 2007) Compliance – Belinda McFarling, Compliance Assistant (joined 2001) Accounting – Kate Wigham, Accounts Supervisor (joined 2004) IT – Eddie Hindmarsh, Data Management & IT Support (joined 1989) Consultant – Rob Newton (joined in 2003) Marketing – Adele Baillie, Marketing Manager (joined 2006) Technical – Jack Scott, Technical Manager (joined 1996) WE ARE NEVER ONES TO SIT ON OUR LAURELS, believing we can always improve upon the service we provide to our clients. To this end we have recently established a dedicated Client Servicing Department. This team consists of a group of highly qualified, knowledgeable, and experienced individuals who are dedicated to help provide Lowes personal service and is tasked with providing client support and monitoring portfolios, as necessary. Our Client Servicing team consists of Nina Hughes, Rob Earl, Kristofer Armstrong, Alex Molyneux, Keiran Menhams, Anne-Louise Hudson, and Lisa Porrelli. This new team is being set up in addition to Lowes award- winning investment, technical, administration and support teams, who continue to work hard behind the scenes to monitor and manage your investments.

Tell a friend

Do you know someone who would benefit from our investment management or other financial planning services? We would of course welcome any such referrals and to mark our 50 years in business, we have pledged to donate up to £50,000 to charity. Therefore, if your referral becomes a client of Lowes we will donate £50 to a chosen charity on their behalf, £50 on your behalf and a further £50 donation on behalf of Lowes – a total of £150 per referral! Please feel free to contact us on Contact@Lowes.co.uk, or reach out to our marketing team on 0191 281 8811 and advise them of any new client referrals.

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