Lowry Shuker Financial Planning

At Lowry Shuker Financial Planning Ltd, we take pride in our commitment to delivering holistic financial planning with a high degree of ethics and service. For over 55 years, our experienced advisors have been providing expert guidance to individuals and families, helping them to achieve their financial goals. Our team consists of professionals from banking backgrounds, ensuring that our expertise is rooted in professionalism and a deep understanding of the financial market.

Our Team

Our team is comprised of Lynn McNally and Annie Potter, both DipFA qualified and holding the Mortgage Advice Qualification (MAQ) and CeMAP certification respectively. With a combined experience of over 40 years in the financial services sector, they are dedicated to providing customers with personalized advice and exceptional service.

Our Services

At Lowry Shuker Financial Planning Ltd, we offer a comprehensive range of financial planning services designed to help our clients achieve their financial objectives. Our specialist areas of expertise include:

• Investments: We will undertake a thorough analysis of your current and proposed investments to ensure they remain suitable and aligned with your attitude to risk. We will also strive to maximize tax efficiencies and work towards achieving your specific goals.
• Pensions & Retirement: Our expert advice will help you review your current pensions and guide you towards ensuring you are adequately informed about your anticipated retirement income. We will identify any shortfalls and work to fill gaps in pension income where possible.
• Mortgages: We will access the market to find the best mortgage deal for you, ensuring you receive competitive rates and access to exclusive products tailored to your current needs and circumstances.
• Protection: We will provide guidance on protection for your family or lifestyle in the event of an unexpected death or early critical illness of a loved one.

Our Promise

At Lowry Shuker Financial Planning Ltd, we are committed to delivering the highest level of service, professionalism, and expertise. We will take the time to understand your financial needs, provide personalized advice, and work tirelessly to help you achieve your financial goals.