Welcome to Keith Lowden & Associates
We are Independent Financial Advisers based in Devon, providing very personal advice to our clients, predominantly across the South West, but also throughout the UK. With over 40 years Financial Services experience, we have built long-term relationships with our clients giving a personal and friendly service, based on trust and sound impartial financial advice. It is the clear emphasis on “service and advice” which has led the business to grow “organically” via referrals from existing clients.
The business has strong links with a number of solicitors and accountants locally in the South West where the delivery of various levels of service are adopted, namely, individual meetings, newsletters and seminars on topics suitable for all.
So what exactly does Keith Lowden and Associates provide? Here are the key areas:
- Retirement Planning
- Personal Financial Planning
- Savings / Investments
- Protection needs
- Employee Benefit Solutions
- Inheritance Tax Planning
- Long Term Care / Equity Release
Keith Lowden and Associates recognise the stresses of modern day life and so the need to review your financial affairs, are becoming more important. There are so many issues to consider when planning your financial future so prioritising them is a good start so why not call us on 01752 666678.
There are a number of key times in your life when perhaps seeking independent advice would be prudent. College, or University, work, marriage, family matters, redundancy, divorce and retirement. Just a few that may affect you.
So how do we work? We offer you an introductory meeting, free of charge and without obligation. This will enable the team to understand your requirements and advise you, if you feel that we can help. Importantly, it will give you the opportunity to meet us and decide whether you wish to build a relationship with this leading name in independent financial advice.
Once Keith Lowden and Associates have identified and agreed your needs and requirements we will work with you to put a financial plan in place that is designed to adjust to possible changes throughout your lifetime.
We encourage all of our clients to engage in regular reviews of their financial situation in order that any adjustments can be made whenever possible and deemed suitable.
If you chose to engage our services we will let you know the costs involved. This may be in the form of fees, commissions or a combination of both. Keith Lowden and Associates treat customers fairly.
'An important part of our service is regular review meetings and updates.'
Although we provide advice on a wide area of financial planning, we specialise in Investments, Pensions and Inheritance Tax Planning. We are authorised as Pension Specialists with the Financial Services Authority (FSA) and can advise on all the main areas of pension planning, including Pension Transfers and Consolidation, Pensions Considerations in Divorce situations, Income Drawdown and Specialist Annuity Purchase.