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Accountancy & Tax Planning

Lowndes Alexander Daniel Ltd

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Lowndes Alexander Daniel Ltd

Overview:

We are Independent Financial Advisers with advanced qualifications and over 25 years’ experience.

We have extensive experience of working with individual clients as well as corporate clients and their advisers.

We are not driven by the high cost base of many National IFA and Employee Benefit Practices. As a result we have avoided the need to make the next sale culture that has tarnished the UK financial services Industry.

Our approach and various specialisations have meant we are seen as having a true partnership with our clients. We spend considerable time getting to know new clients; their circumstances and motivations – in this way we are different.

The vast majority of our business has come from referrals – we pride ourselves in our ability to build and maintain long lasting working relationships with all our clients.

Our services cover four main categories:

Pension Auto-Enrolment. Our full, free consultation will determine whether you already comply with current pension legislation. We will also assess your current provision and offer you in-depth advice about the Nest pension scheme.

Wealth Management. We understand the importance of making the right investment decisions. Your investments need to help you achieve your goals, which is why we strive to offer detailed advice within a number of areas which are key to you making the correct investments.

Employee Benefits. Many companies want to withdraw from pension arrangements which were made when the world of pensions was incredibly different. We have extensive experience of bringing these outdated pension schemes to a cost-effective conclusion.

Personal Financial Planning. Making a will, changing your spending habits and re-arranging your investments may seem like drastic steps to take, but they are also extremely important. We can offer you the advice you need to make sensible financial decisions which will help you to move towards your life goals.

Core Values

Many IFAs use their independence as a means of merely getting a client across the line or to shoehorn the client into a particular product of the IFAs choosing. We believe that true independence can only be achieved by taking a walk in the client’s shoes, and thinking ‘what would I do if it were me?’.

Furthermore, in order to be truly independent, we have long believed that advisor remuneration must be divorced from the particular end product chosen – because of this we have been acting in an RDR-compliant mode for many years.

Here are a few of our core values:
Clients sit at the centre of our entire proposition
Encourage technical excellence and first-class compliance
100% independence in both our actions and our thoughts
Practise what we preach in business, client dealings and personal finances
Treat client funds as if they are our own
Ensure client objectives and our reward are aligned
Be passionate about independence

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