Ian Lowther Email and Phone Number
I help support Financial Advisers in delivering better outcomes for their clients by developing their skills, knowledge and understanding on how the platform can assist them in delivering outstanding customer service to their clients ensuring they can achieve their ultimate financial goals.For the last decade I have specialised in providing consultative support to IFA businesses to help them align client interests and goals by utilising my wealth of experience in the intermediary and platform marketplace. I have worked with firms of all sizes and understand the challenges they have faced and have consistently added value to the relationship by helping them identify how best to grow their business.I can help you to deliver outstanding outcomes for your clients through efficient and adaptable business processes that will help in the future acquisition of clients.Are you struggling for the time to proactively help your clients achieve their goals as you are distracted by admin duties? I I have been able to help firms utilise the platform’s full functionality to complete work on bulk to create more time and energy towards working with clients objectives.I often see firms struggling to navigate an increasingly complicated regulatory landscape to meet the requirements? I work closely with firms to keep them updated and aware of the support available via the Platform that is designed to provide best practice through either online content or our nationwide event programme.I regularly see firms struggle to meet the demands on their time for completing a comprehensive review for each of their clients? I work with firms to integrate our award winning Narrate Tool by developing templates that can instantly produce these highly accurate and detailed customisable set of client friendly reports that are designed to articulate the journey a client is on.A thriving forward thinking advice business will continually adapt to changes in their environment to continue to be profitable and successful and provide truly outstanding client outcomes as opposed to a firm that stands still and doesn’t embrace technology change and has a transactional outlook.If this resonates with you It would be great to talk about your plans. ✉ ian.lowther@nucleusfinancial.com ☎ 07803149754
Nucleus Financial
View- Website:
- nucleusfinancial.com
- Employees:
- 201
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Platform Account ManagerNucleus Financial 2017 - PresentNorth East & YorkshireI support Advisers in delivering better outcomes for their clients by helping them understand how they can deliver a cost effective solution via the platform that enables them to manage all the clients assets in one place.I specialise in supporting IFA's migrate unprofitable legacy assets onto the Platform to help improve there business efficency.
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Platform ConsultantAxa Wealth Jun 2013 - May 2017North East & YorkshireThe company was an Investment Wrap Platform that established in 2008 working mainly with small to medium IFA's, National IFA businesses and Network providers. I ran the platform Adoption programme in the North East responsible for onboarding all firms and ensuring that they received the relevant knowledge and expertise to manage clients assets on the platform. From 2008 to 2016 the company grow its Assets under Management from £0 to £11bn. -
Financial AdvisorAxa Wealth 2009 - 2013North East & YorkshireThe company was a National Financial Advisory practice operating through partnerships with banks and building societies across the UK. I worked as a financial adviser to build relationships with clients and to help them meet their financial goals and to protect their family and loved ones. I helped the company become the largest provider of financial advice within the retail high street.
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Private Banking Relationship ManagerYorkshire Bank 2003 - 2009North East & YorkshireThe company was a Retail banking group based in the UK who had traditionally operated in the retail sector delivering products and services on the high street. in 2003 they established a new Commercial & Private Banking arm. As Private Banking Manager in the North East I was responsible for helping to build the brand and establish a client bank of High net worth individuals. In six years I established a client bank of over 500 clients.
Ian Lowther Education Details
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Chartered Institute Of BankingMerit -
Chartered Institute Of BankingMerit
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Egglescliffe Secondary School
Frequently Asked Questions about Ian Lowther
What company does Ian Lowther work for?
Ian Lowther works for Nucleus Financial
What is Ian Lowther's role at the current company?
Ian Lowther's current role is Senior Business Development Manager, Consultancy and Training to IFA Businesses . North East and Yorkshire - DIP FA.
What schools did Ian Lowther attend?
Ian Lowther attended The London Institute Of Banking & Finance, Chartered Institute Of Banking, The London Institute Of Banking & Finance, Chartered Institute Of Banking, Egglescliffe Secondary School.
Who are Ian Lowther's colleagues?
Ian Lowther's colleagues are Alison Quither, Jason Handyside, Glenn Suttey, Josefine Brown, Paul Lawson, Zoe Wiseman, Victoria Smith.
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