Lowes Financial Management Revenue and Competitors

Jesmond, UK

Location

N/A

Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • Lowes Financial Management's estimated annual revenue is currently $42.7M per year.(i)
  • Lowes Financial Management's estimated revenue per employee is $231,000

Employee Data

  • Lowes Financial Management has 185 Employees.(i)
  • Lowes Financial Management grew their employee count by -9% last year.

Lowes Financial Management's People

NameTitleEmail/Phone
1
Head Business Enhancement & EngagementReveal Email/Phone
2
Head Financial PlanningReveal Email/Phone
3
Head Compliance and InvestmentReveal Email/Phone
4
Compliance DirectorReveal Email/Phone
5
Managing DirectorReveal Email/Phone
6
Investment ManagerReveal Email/Phone
7
Marketing ManagerReveal Email/Phone
8
Project & Quality ManagerReveal Email/Phone
9
Administration ManagerReveal Email/Phone
10
Administration ManagerReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$201.6M800N/AN/AN/A
Add Company

What Is 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 almost 50 years. \n\nThe keystone upon which Lowes and its clients have prospered is our personal approach to financial planning, enabling us to help clients with their goals to build and ultimately protect their wealth.\n\nLowes has almost 1bn assets under management and 94% of clients rate our investment advice as 'Good' or 'Very Good'. Over 90 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.\n\nLowes 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.\n\nWe are also a renowned expert in the field of structured products and run CompareStructuredProducts.com. \n\nOur 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.\n\nLowes Financial Management is Authorised and Regulated by the Financial Conduct Authority.

keywords:N/A

N/A

Total Funding

185

Number of Employees

$42.7M

Revenue (est)

-9%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Lowes Financial Management News

2022-04-19 - The Zacks Analyst Blog Highlights Tesla, Medtronic, IBM, Lowe's Companies and Intuitive Surgical

IBM, Lowe's Companies, Inc. LOW and Intuitive Surgical, Inc. ISRG. ... market making or asset management activities of any securities.

2022-04-13 - Let's build something together: Ex-Lowe's CFO to join Pfizer ...

TCR biotech TScan Therapeutics has a new VP, finance in Leiden Dworak, who was previously VP, head of financial planning and analysis and...

2022-04-06 - Lowe's: One Of The World's Greatest Dividend Aristocrats Is On Sale

Achieving your financial dreams is not as hard as you might think. ... Credit and risk management ratings make up 41% of the DK safety and...