As Principal of Tim Lowe & Associates, an Associate Partner Practice of St. James's Place Wealth Management, I am proud to have achieved Chartered Financial Planner status from the Chartered Insurance Institute. This is the industry’s gold standard for financial planners, and is currently held by only a select number of individuals and firms in the UK.It is primarily afforded for commitment to developing and maintaining integrity, professionalism and knowledge, and signifies adherence to a challenging ethical code of practice. I have over 30 years' experience providing clients with face to face advice in the comfort of their own homes or offices, with an emphasis on creating and maintaining long-term relationships where I become a source of trusted advice as their financial needs evolve over the years. My specialisms are in:► Retirement Planning (which includes much more than just Pensions)► Pension Reviews► 'At retirement' planning► Tax Planning► Investment Portfolio Planning► General Financial Planning► Inheritance Tax Mitigation► Trusts► Pension Sharing on Divorce The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.Trusts are not regulated by the Financial Conduct Authority.Tim Lowe & Associates is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). The St. James' Place titles 'Partner' and 'Partner Practice' are the marketing terms used to describe St. James's Place representatives.SJP Approved 24/03/2024If you'd like to know more, please check out my website
Listed skills include Trusts, Financial Planning, Long Term Care, Inheritance Tax Planning, and 39 others.
