Multi award-winning Chartered Financial Planners offering Investment Advice, Tax Planning, Pensions & Retirement Planning, Trusts & Inheritance Tax Mitigation
North East, England
Joined October 2010
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Since #pensionfreedoms were introduced, it is now possible to pass on a personal #pension to whoever you wish.
But, what happens when you #inherit a pension and what do you need to consider?
Find out here… bit.ly/3VpGjC3 #financialplanning
What are your #goals for 2023?
Have you considered your financial goals?
Let's make 2023 the year you make the most of your #money... bit.ly/3D7CQ54 #FinancialAdvice
It's almost time to say hello to 2023, so we'd like to wish you all a very Happy New Year!
May 2023 bring you an abundance of health, happiness and a prosperous year ahead.
Stay #IntheKnow with our blog, sharing updates on the latest #financial trends, happenings with the #economy and insight from our #advisers. bit.ly/3cfQOGt #OurThinking
Christmas is coming!
From today we will be closed for the festive period. Our office will be back open as usual on Tuesday 3rd January.
We hope you have a lovely Christmas.
It's the final day of our #12daysofChristmas!
Today we will be donating £2,000 to @wag_company to help combat loneliness by providing 147 dog visits to elderly dog lovers in their own homes.
The paw-fect way to end our 12 days of Christmas! #giving
Our chosen charity for #Day11 is the MND @mndassoc. Our donation will provide someone with MND with a text to speech device to give them the ability to continue to communicate with their loved ones. #12DaysofGiving
It's day 10 of our #12DaysofChristmas and we're supporting Ouseburn Farm, a #charity and #community farm in the heart of #Newcastle.
We're delighted to be #supporting @KidsOut as part of our #12DaysofChristmas. Our donation will enable 200 disadvantaged children to enjoy the #pantomime.
On the 8th day of our #12DayofChristmas, we will be donating £2,000 to @feedingfamilie1. The #donation will pay for 66 #Christmas Food Boxes. Each box will #help at least 2 people for 2 days.
On day 7 of our #12DaysofChristmas we will be donating £2,000 to @TynesideMind, which will pay for 55 people, who are struggling with their poor #mentalhealth, to attend a whole year of weekly face-to-face Safe Space Support sessions in their local area.
Today we will be #donating £2,000 to the @TheStrokeAssoc, which helps people to rebuild their lives after a stroke. #12DaysofGiving #Charity
Over the #festive season, problems can be magnified and brought to the surface. From relationship breakdowns to financial worries - the list goes on. We're #donating £2,000 to enable @samaritans to answer 400 calls to people struggling to cope. #12DaysofChristmas #Giving
It's Day 3 of our #12daysofChristmas and @CedarwoodTrust is the #charity of choice today...
Our £2,000 #donation will buy crisis vouchers to #help 100 people with energy costs and food #support.
Drumroll, please… Today we're supporting Meadow Well Connected, a #community hub which has served #local people for almost 30 years! #12DaysofGiving
And so it begins… It's Day 1 of our 12 days of #Christmas, and we're #donating £2,000 to @oasiscomhousing! The money will provide a week's emergency accommodation for 20 people in a #housing crisis.
Tomorrow we kick off the #festivities with #12DaysofGiving. Every day, for the next 12 days we will be donating £2,000 to #charity. Keep your eyes peeled to see which amazing charities we will be #supporting. #Christmasiscoming
Say hello to Matthew, #TechnicalAnalyst to #WealthManager, Michael Stowe. If you'd like to find out more about Matthew and his career journey so far, keep your eyes peeled for the latest #LowesMagazine coming soon! #FinancialAdvisers #LowesPeople
Are you #investing responsibly? Responsible investing can be undertaken in many ways and at many levels. From #greenwashing to #investment terms - we share the ins and outs of #ResponsibleInvesting. Read the article here… bit.ly/3NPMBGC