Newcastle-based Lowes Financial Management welcomes Chartered Financial Planner Jennifer Morris and her clients to the Lowes family. Jennifer founded North East Independent Financial Services Ltd almost 19 years ago and is bringing her clients over to Lowes as part of her path to retirement in 2021.
Jennifer is joining the Lowes team, alongside her assistant Susan Jane Plimley and brings the firm’sFinancial Consultant numbers up to 15, assets under advice to more than £675m and active investment clients to over 4,000.
Over its 45-year history, Lowes has continually expanded and now more than 70 individuals work for, or are associated with the firm.
Jennifer is the second female Consultant to join Lowes in recent months having been preceded by former Three Counties managing director Nicola Wrightson who joined Lowes in the summer last year.
Lowes has also recently bolstered the structured product and fund investment teams with analyst hires, strengthening the firm’s investment offering driven by in-house expertise.
Last summer, the firm brought its off-shore open-ended multi-asset fund, the RHFS Diversified Strategy fund onshore to boost its appeal to investors. Lowes runs a range of model portfolios built around risk parameters defined by the firm’s own profiling process, and more thematic portfolios, such as the Ethical and Changing World portfolios, the latter a recent addition.
Lowes Financial Management Managing Director Ian Lowes says:: “As we continue to grow one of the biggest challenges I face is ensuring that any new Consultant is able to provide the very highest level of service that our clients have come to expect. As our key client-facing representatives, it is important we only recruit new Consultants when they meet our strict requirements and are able to demonstrate that they are capable of maintaining our high standards.
Jennifer impressed us at Lowes and we welcome the opportunity for continuity of service to be provided to her clients by Jennifer joining the Lowes family. I’m open to the opportunity to welcome new advisers and client banks of those wishing to retire, and who want to ensure their clients will be looked after to the highest standards. Such a strategy is a complement to the all-important organic growth that we’re seeing as a business.”
Lowes Financial Management Consultant Jennifer Morris says: “I want to retire in five yearstime, but I want my loyal clients to be looked after property when I leave. I didn’t want to hire someone to take over and so I searched for an Independent Financial Adviser who operated a professional practice, put their clients first and lastly, but importantly, were focused on finding good investments to suit a client’s individual needs.
Lowes is truly passionate about investments, a culture that really impressed me in my search for a quality home for my clients. The firm’s clients range from young savers to pensioners enjoying income from years of successful planning, knowing that the future inheritance of their estate has been carefully organised. The success of the Lowes approach is evidenced in the client loyalty they inspire, with subsequent generations of the same families looked after by Lowes. ”