Lowes Financial Management Employee Directory

Financial ServicesUnited Kingdom51-200 Employees

As one of the largest privately owned Independent Financial Advisers in the UK, we have been building successful long-term relationships with clients for 50 years. 

The keystone upon which Lowes clients have prospered is our personal approach to financial planning, enabling us to help with their goals to build and ultimately protect their wealth.

Lowes has almost 1bn assets under management and 95% of clients rate our investment advice as 'Good' or 'Very Good'. Over 80 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.

Lowes 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.

Our 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.

Lowes: A Saltus Business is a trading name of Saltus Financial Planning Limited, which is authorised and regulated by the Financial Conduct Authority.

Find Lowes Financial Management employees' phone numbers or email addresses

Lowes Financial Management Global Highlights

Location
Employees

Europe
85

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  • United Kingdom Of Great Britain And Northern Ireland
    85

North America
59

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  • United States Of America
    58
  • Canada
    1

Lowes Financial Management's Leadership

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    C. B.
    Head Of Compliance And Investment
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    S. M.
    Head Of Software Development
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    K. D.
    Head Of Intermediary Distribution
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    C. L.
    Partner, Chartered Financial Planner
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    C. L.
    Partner
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    R. E. F.
    Partner & Chartered Financial Planner
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    G. C. F. M.
    Partner & Chartered Financial Planner
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    N. M.
    Compliance Director
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Contact profiles from Lowes Financial Management

Name
Title
Contact Info
Location
Last Update
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    M. S. D.
    Wealth Manager
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    England
    Nov 23, 2025
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    C. L.
    Advice Delivery Manager
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    United KingdomEngland
    Nov 26, 2025
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    B. D.
    It Manager
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    United KingdomEngland
    Apr 23, 2024
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    E. S.
    Manager
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    United StatesNorth Carolina
    Jul 09, 2024
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    H. L.
    Transport Manager
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    UNITED KINGDOMWest Midlands
    Oct 31, 2023
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    J. B.
    Manager
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    United StatesMichigan
    Sep 10, 2024
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    K. H.
    Retirement Planning Manager
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    United KingdomNewcastle Upon Tyne
    Feb 24, 2024
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    M. J.
    Compliance Manager
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    UNITED KINGDOMTyne and Wear
    Oct 31, 2023
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    M. B.
    Data Manager
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    UNITED KINGDOMTyne and Wear
    Oct 31, 2023
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    M. G.
    Project Manager
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    United StatesColorado
    May 04, 2024

Frequently Asked Questions

What is Lowes Financial Management known for?

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Lowes Financial Management was founded in 1971 operates in the Financial Services industry. The company's main headquarters is located in Fernwood House, Clayton Road Jesmond, Newcastle upon Tyne NE2 1TL, GB; you can contact the main corporate office by phone at . Explore Lowes Financial Management's company overview page for more information.

What is Lowes Financial Management's most common email format?

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Lowes Financial Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Lowes Financial Management email formats with LeadIQ.

How many employees does Lowes Financial Management have currently?

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Lowes Financial Management has approximately 118 employees as of November 2025. These team members are located across 2 continents, including EuropeNorth America.

Who are Lowes Financial Management's key employees and leadership?

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As of November 2025, Lowes Financial Management's key employees include:

  • Head Of Compliance And Investment: C. B.
  • Head Of Software Development: S. M.
  • Head Of Intermediary Distribution: K. D.
  • Partner, Chartered Financial Planner: C. L.
  • Partner: C. L.

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