What services do we offer?

What we can do for you

We offer a number of services which can help you mange your financial affairs:

 

  • Initial Advice Service - putting together a Financial Plan and making Personal Recommendations for you
  • Arrangement Service - intermediating with product providers, to arrange financial products for you
  • Ongoing Advice Service - regularly reviewing your financial plans and the products we have arranged for you
  • Investment Management Service - continuous discretionary management of your investments

 

 

How we do it

  • We offer a free initial discussion - where you can discuss with us, exactly what you are looking for. We will explain to you what services this might  involve and what the costs might be. There will be no charge, until you have decided whether you want to engage us, to provide any services.
  • If you are happy with what we have to offer, we will then go through a process of gathering more information about you, your financial situation, your aims and objectives. This 'discovery meeting' is vitally important - as it ensures that the advice and recommendations we make for you, are suitable.
  • Once we know what it is you are looking for, we will go away and put together a financial plan and research any financial products you might need
  • We will send you a written report - explaining what our recommendations are and the reasons why they are suitable for you. This will also include any financial products you might need - explaining the benefits and risks.
  • At our recommendation meeting, we will discuss our advice with you and answer any questions you might have. Once you are happy that you completely understand the recommendations and satsified the products are right for you - we will help you apply for any financial products you need.
  • We will intermediate with any products providers - following the process through from your application to completion of any financial contracts.
  • With many financial products, it is really important to review your financial needs and products on a regular basis. If you engage us to provide an Ongoing Advice Service, we will periodically meet up with you - to check whether your aims and objectives have changed and that your products are still the most suitable for you. We can use this opportunity make sure that you are taking advantage of any tax or investment planning opportunities.
  • If you would like us to monitor the performance of your portfolio, invesment strategy and choice of funds - on a continuous basis - then we can also provide you with a discretionary Investment Management Service.
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Lowson & Company Chartered Financial Planners is a trading style of J H Lowson & Company Limited, which is Authorised and Regulated by the Financial Conduct Authority, under Firm Reference Number 582104. Copyright of J H Lowson & Company Limited. All Rights Reserved.