All advisers at Lowndes Halsden are Independent and have at least a ‘Level 4’ professional qualification as recognised by the FCA.
The service offered is a bespoke lifetime financial plan which encompasses all aspects of capital and income management up to and into retirement, protection, tax-efficient investment and estate planning and preservation.
Besides general financial planning, we have an in-house pension specialist and permissions from the FCA to conduct Discretionary Fund Management.
Discretionary fund management is where buy and sell decisions are made for you in line with an agreed investment plan. Spreading funds across different investment types and sectors will help smooth out the returns while still achieving growth, and reduce the overall risk.
Lowndes Halsden is one of only 2% of IFAs in the UK currently authorised to carry out such services and it’s this level of expertise that differentiates us from the other 98%.
We believe it’s the responsibly managed nature of our organisation which permits us to manage monies in an environment which maximises returns without taking unnecessary risks.
Managing client funds in excess of £120million, we care and take pride in what we do. It’s these simple but all important qualities together with our knowledge and expertise which is the basis of our success.
Apart from this website we do not advertise and rely solely on new clients via word of mouth. We believe that a good personal recommendation from someone you know who has used us previously is invaluable, as it will speak volumes about our character and ability. This model is only achievable by maintaining our very high standards of service.
Our initial consultations, which may involve up to two meetings, are without charge or commitment. As a result of preparing our report we will have a much better understanding of what work is required and what the cost is likely to be.