What makes us different?

Our philosophy is that The purpose of money must follow the purpose of life, not the other way around. We are a small, friendly team, who always have our clients best interests at heart and strive to provide everyone with a relaxed and professional service.

Chartered Planning Status is recognised in financial services as an indicator of the highest standard of professionalism, knowledge and ethical behaviour. As the first and only firm of Independent Chartered Financial Planners in Lancaster, here at Lowson & Company we pride ourselves on our friendly and highly professional approach.

Whether you are planning for retirement or simply want to protect, preserve or build on your existing wealth we recognise that no two financial plans will ever be the same and understand the importance of investing the time to make sure that our recommendations suit each individual client’s goals and objectives, ultimately providing a comprehensive and highly tailored financial plan that will effectively meet your requirements.

Jon Lowson

Chartered Financial Planner

Jon is the founder of the Company, and is a Chartered Financial Planner with an extensive knowledge of the Financial Services Industry.

Duncan Hall

Independent Financial Adviser

Duncan is the Level 4 Diploma Qualified Independent Financial Adviser within the company who has over thirty years’ experience within the Financial Services Industry.

Sheena Bateman

Practice Manager

Sheena has worked in the Financial Services Industry for over 7 years and has been with the Company since it’s inception. She works closely with Jon & Duncan to process new business and help clients with any queries they have.