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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.

GMPhoto of Gershom Chan Chartered McSi

Gershom Chan Chartered McSi

Partner & Chartered Financial Planner

8 reports

AH

Anna Hedworth

Administrator

4 reports

CL

Colin Little

Advice Delivery Manager

4 reports

BH

Barry Hopper

Commercial Director

3 reports

CLPhoto of Claire Lockey

Claire Lockey

Partner

2 reports

AD

Alex Dempster

Investment Analyst

MFPhoto of Mark Johnson Fpfs

Mark Johnson Fpfs

Compliance Manager

MDPhoto of Max Darer

Max Darer

Investment Technician

JH

Jerry Hall

Non-executive Director

RH

Rica Hipolito

Financial Planning Associate

SY

Sham Yapa

Financial Planner

JWPhoto of Josh Wall

Josh Wall

Financial Planner

MGPhoto of Molly Gilchrist

Molly Gilchrist

Paraplanner

MDPhoto of Michael Stowe Dippfs

Michael Stowe Dippfs

Financial Planner

JD

Josh Mayne Dippfs

Chartered Financial Planner

GD

Greg Skeoch Dipfa

Financial Planner

AD

Anne - Louise Hudson Dipfa

Financial Planner

Jobs at Lowes Financial Management

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