New Member Lowes Financial Management

January 28th 2022

Lowes Financial Management is one of the longest standing Independent Financial Advisers in the UK and has been providing sound Independent Financial Advice to clients and their families for over 50 years since 1971.

Lowes are focussed on building long-term relationships with clients- with a team of highly qualified Consultants, Analysts and support staff collectively implementing their personal approach to financial planning.

The company is based in Newcastle upon Tyne, advising clients across a wide range of financial aspects such as investment management, pensions, inheritance tax planning, tax mitigation, long term care and other general financial planning issues- ultimately assisting clients and their families to achieve their financial goals.

Douglas Montgomerie, Business Development Executive at Lowes Financial Management commented: “We have always highly-valued the Tees Valley region and our existing network of clients throughout this area and we are delighted to be getting more involved in the thriving business community in this area.”

“Now more than ever, there is a real buzz around Tees Valley and the rapidly developing business landscape – including, of course, HM Treasury’s Northern Campus opening in Darlington, as well as the Teesside Freeport.”

“Undoubtedly, these developments will attract both organisations and individuals to the area, who could absolutely benefit from a conversation with us here at Lowes- and we would like to be on hand to provide our services.”


Lowes Financial Management is Authorised and Regulated by the Financial Conduct Authority.