Who should use our services?

Retail Clients

Lowson & Company Chartered Financial Planners provide advice and investment management services to Retail Clients:

  • If you're saving for your retirement or other future financial needs
  • If you're close to retirement and need advice on taking the benefits from your Pensions
  • If you have a lump sum of money and want advice on investing
  • If you already have a portfolio of investments and would like a new adviser/manager
  • If you need help in planning for Inheritance Tax

 

Corporate Clients

We can also provide services to companies and small business owners:

  • If you want to provide employee benefits such as pensions, life assurance or health insurance.
  • If you want advice on company investments
  • If you need advice on pension planning, for business owners or Directors
  • If you need advice on protecting your business - with Key Person and Shareholder insurance
  • If you need advice on business continuity, succession and tax planning.

 

Trustees and Attorneys

We can also help, if you have fiduciary power to act for someone else:

  • If you're an Attorney, for an elderly or disabled relative
  • If you're a Trustee of a Will Trust or Personal Injury Trust
  • If you're on the board of a Charity
  • If you've been appointed someone's Deputy, by the Office of the Public Guardian
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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.