Mark Lowe Wealth Management

Our service is grounded in the highest professional standards. We recognise that each of our clients is unique and as such deserves a bespoke service, tailored to their own financial needs and future aspirations. Based in Grasscroft, we provide wealth management and financial advice to clients both locally, and more widely throughout the UK.

We work closely with all of our clients, building a relationship based on trust and an in-depth understanding of their personal finances. This ensures that we are able to provide the advice that is needed, when it’s needed.

The overall aim of our Practice is to help all our clients to secure their financial future, whether the priority is to:

• Preserve and build wealth
• Plan for a secure retirement
• Gain financial protection against risk
• Mitigate Inheritance Tax
• Obtain mortgage advice

Making plans for a secure future, be it for yourself, your business or your family; is one of the most important journeys that you will embark upon. It is therefore vital that you choose the right professionals to support and advise you on your journey.

Our philosophy is one of integrity and providing exceptional customer service; our aim is to provide tailored and relevant wealth and financial management solutions to you, your family and your business now and in the future

No one can predict the future, but everyone should prepare for it.

Whatever your plans for the future, whether for yourself, your family or your business, careful financial planning can make a real difference to your life and those you care about, both today and in the future. Helping to suitably protect your assets and the people that matter lies at the heart of what we do at Mark Lowe Wealth Management.

Your home may be repossessed if you do not keep up repayments on your mortgage.

The Partner Practice 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) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.