Few independent financial advisers (IFAs) in the UK have a pedigree that matches Lowes Financial Management. Originally established in Newcastle in 1971, we have an unrivalled history of giving independent financial advice to a wide range of people throughout the United Kingdom.

Serviced Areas

  • Newcastle & North Tyneside

Contact Details

  Website
  City Newcastle upon Tyne
  Postcode NE2 1TL
  Address Holmwood House/Clayton Rd
  Phone Number 019 1281 8811

Products & Services

Invest Your Money

As Independent Financial Advisers we look across the whole investment space into alternative and traditional investments, to deliver attractive returns for clients, taking the appropriate level of risk. We are proud to say that over 96% of clients rated us as “Good” or “Very Good” on both investment advice and depth of knowledge.

Unlike many other advisory firms, we have a dedicated, in-house Investment management team who work in conjunction with our Technical Department to determine the best investment options available. In order to choose the most appropriate investment solutions for you, we will begin by determining your tolerance to risk, alongside your financial objectives, in order to help us shape a portfolio to suit your individual needs and lifestyle.

Our aim is to provide you with sound independent financial advice to help you understand risk, minimise uncertainty and make informed investment decisions for you, your family and future generations.


Plan Your Retirement

We have been successfully managing people’s retirement planning for decades, helping to preserve family wealth for generations. We will analyse your pensions, savings and investments to provide a range of scenarios that allows you to make informed decisions based on a real understanding of your options.

Whether you are unsure as to how you could use the new pension freedoms to your advantage, or are looking to build a retirement fund, or are at retirement age and thinking of accessing your pension or investments to provide an income, we can manage your portfolio on an on-going basis to ensure it remains in line with your financial goals.


Protect Your Wealth

Our advice focuses on legitimately mitigating the impact of taxes and long term care, whether this involves taking advantage of exemptions and reliefs, or structuring your affairs and investment portfolio to achieve the right balance of access to your money when you need it.

We will look to reduce any financial burdens that your beneficiaries could be at risk to by implementing effective strategies to ensure as much of your wealth is passed on to your loved ones instead of the government. Trusts can also play an important role in ensuring peace of mind by protecting your assets and providing a family legacy in order to ensure that your wealth stays with you and can be passed down throughout the generations.

If you are looking to fund long term care or considering the implications that the cost of care could have on your estate, we will act in a considerate and sensitive manner to provide advice that will help you solve the issues in the best possible way and give you peace of mind.

  • I would recommend this business

I would not hesitate to recommend Chris Large at Lowes - the service has been excellent, professional and very clear always.

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Overall ratingExcellent

  • I would recommend this business

Excellent service very professional and will to spend the time explaining the pro and cons of investing your money

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Overall ratingExcellent

  • I would recommend this business

I have used the services of Lowes for many years and have always found them to be friendly, helpful, knowledgeable and extremely ethical. I really feel that they have my interests at heart and my investments with them have more than doubled in value, even allowing for me drawing a reasonable monthly income. Using Lowes also saves me so much time and effort in completing the annual tax return!
I trust them to do a good job of protecting my nest egg during the current financial crisis and to help it grow when the recovery takes place.

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Overall ratingExcellent

  • I would recommend this business

We have been treated with courtesy and put at ease in what is, perhaps, an unfamiliar environment. Advice and information have been provided and options fully explained before we have made financial decisions. When we have sought spur-of-the-moment advice by telephone this has always been provided pleasantly and informatively.
The quality of the advice and experience provided has been evidenced by the results obtained.
A professional, friendly and effective organization to have to keep you safe.

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Overall ratingExcellent

Customer Testimonials

Nicola and Katherine are always very helpful and nothing is too much trouble.We are very satisfied with the service we receive and would not hesitate to recommend your company.


I have been taking financial advice from Lowes for over 30 years, and in an ever complicated world they make it easier to manage your finances. Definitely a financial company in which you can have confidence.


I have greatly appreciated Lowes expertise over the last 25 years: their help has been outstanding.


Lowes are very competent, professional and tailor services to client needs, Highly recommended.


My wife and I have been dealing with Lowes now for a number of years.
From reception to back of office to our designated consultant, we have always found their staff to be professional, reliable, well informed, courteous, and very friendly. We would have no hesitation in recommending Lowes to any potential investor.


My financial affairs have been look after by Peter at Lowes for over 20 years but prior to that Peter looked after my parents.
He now looks after me my children and grand children.
Peter with Lowes expertise behind him has always been attentive with my financial affairs and at times has repaired my computer and picked my apples and taken home my green bean chutney!
Joking aside I cannot praise Lowes Financial Management enough and would be happy to recommend them to any one needed independent financial advice.


I have been a client of Lowes for many years and during all that time, my Consultant has been Andrew Gardiner. I have always received excellent service and very satisfactory investment performance. As a retired Financial Adviser myself, I can see things from both sides and I consider Andrew to be extremely knowledgeable and professional in every way. I have no hesitation whatever, therefore, in strongly recommending Lowes in general and Andrew in particular to anyone.