Lowes Financial Management jobs and careers
Jesmond, United Kingdom
About Lowes Financial Management
As one of the largest privately owned Chartered Independent Financial Advisers in the UK, we have been building successful long-term relationships with clients for 50 years. The keystone upon which Lowes clients have prospered is our personal approach to financial planning, enabling us to help with their goals to build and ultimately protect their wealth. Lowes has almost 1bn assets under management and 95% of clients rate our investment advice as 'Good' or 'Very Good'. Over 80 people work for the firm in some capacity. As well as providing investment management, Lowes can advise on Inheritance Tax planning, pensions, long term care and other general financial planning issues. A combined wealth of experience and industry knowledge ensures clients receive financial advice that is tailored to their personal needs and expectations. Lowes provides a bespoke and model investment portfolio service and we pride ourselves on being an 'Independent' Financial Adviser. This means we look across the whole investment space into alternatives, alongside traditional investments, to deliver attractive returns for clients, taking the appropriate level of risk. The investment process is not driven by external set asset allocation, but by the investment team's own fund selection and asset parameters. Our long history in investments means that we have experienced different economic styles and recognise the importance of protecting client's money. We are also a renowned expert in the field of structured products and run CompareStructuredProducts.com. Our expertise in the field of financial planning has led to being acknowledged in industry awards over the years, something which we are justly proud of. Lowes Financial Management is Authorised and Regulated by the Financial Conduct Authority.
- Founded
- 1971
- Employees
- 125
- Headquarters
- Jesmond
Leadership
The top of Lowes Financial Management's org chart, with how many people report into each leader.
Gershom Chan Chartered McSi
Partner & Chartered Financial Planner
8 reports
Anna Hedworth
Administrator
4 reports
Colin Little
Advice Delivery Manager
4 reports
Barry Hopper
Commercial Director
3 reports
Claire Lockey
Partner
2 reports
Alex Dempster
Investment Analyst
Mark Johnson Fpfs
Compliance Manager
Max Darer
Investment Technician
Jerry Hall
Non-executive Director
Rica Hipolito
Financial Planning Associate
Sham Yapa
Financial Planner
Josh Wall
Financial Planner
Molly Gilchrist
Paraplanner
Michael Stowe Dippfs
Financial Planner
Josh Mayne Dippfs
Chartered Financial Planner
Greg Skeoch Dipfa
Financial Planner
Anne - Louise Hudson Dipfa
Financial Planner
Jobs at Lowes Financial Management
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