Leading North-East independent financial advice firm, Lowes Financial Management – celebrating 50 years of servicing clients – has appointed a business development specialist as the firm continues to grow.
Douglas Montgomerie joins the award-winning IFA from national wealth managers Brewin Dolphin where he worked in investment management for more than three years. Prior to that Douglas was a private banking relationship manager at Yorkshire Bank for over 11 years.
Douglas commented: “What attracted me to Lowes was their outstanding commitment to client servicing, professionalism and integrity. Lowes has a wide range of excellent financial planning services. Along with this, they also have a team of highly qualified, experienced advisers who are supported by a large back-office.
“It’s all about relationships and building connections with individuals. My role is to get out and meet people, develop links with organisations across the region and facilitate introductions to our advisers.
“Not everyone welcomes or likes the big corporate approach of some wealth managers. Lowes remains a family business, providing a highly personalised service to their clients- backed up by knowledge and financial expertise.”
Ian Lowes, MD of Lowes, said: “We pride ourselves on our client service, depth of knowledge, professionalism, integrity, and approachability. I am confident Douglas will add value to the team and strengthen our links across the North-East helping to raise our profile and reputation.”
Douglas, a father of two, lives with his wife in Gosforth, Newcastle. He joins Lowes at a time the firm is celebrating 50 years of business from its headquarters in Newcastle.
Lowes advises clients across a wide range of financial aspects such as investment management, pensions, inheritance tax planning, tax mitigation, long term care and other general financial planning issues. More specifically, Lowes is a recognised national authority in the profession on structured retail products and in efforts to achieve the best for Lowes’ clients and the wider advice community have helped to shape the structured investment sector for better investor outcomes.
Lowes have been finalists in over 50 professional awards in recent years, having been named ‘Best Investment Adviser’ by national industry title Money Marketing in 2020. This year, Lowes are hoping to build upon these accolades – having already been shortlisted for awards from Money Marketing, MoneyAge, ILP MoneyFacts – as well as the Personal Finance Society.