LOWE SAWYER FINANCIAL PLANNING LTD

4.7/5 (75)
NameLOWE SAWYER FINANCIAL PLANNING LTD
Address1 High St, Coleshill, Birmingham B46 1AY
City
Category
Phone 01564432150   07799762160  
Email ID
SpecialityInvestment, Retirement, Protection Planning, Corporate Services, ISAs, Junior Isas, Unit Trusts, Growth and Income Portfolios, Discretionary and Stockbroking Services, Offshore Investments, Investing for Income, Investment Bonds, Maximising Your Pension Fund, Planning and Nearing Retirement, Self Invested Pension Plan
About'Lowe Sawyer Financial Planning Ltd' specialises in giving high-quality personal advice on many aspects of wealth management and advises clients of various backgrounds and ages. With the combined industry experience of over 80 years, they are experts in providing a bespoke financial planning service dealing with individuals, families, and businesses. Russell Lowe, Julian Sawyer, and James Baird are directors of the 'Lowe Sawyer Financial Planning Ltd'. Russell Lowe works closely with Business owners in the SME space, focusing on protecting their business, maximising capital extraction, and retirement/succession planning. Julian Sawyer creates strategies to protect family capital, assist in Inheritance Tax and give Intergenerational Planning. James Baird advises clients in a number of important areas, including Building and Preserving Wealth, Managing Cash and Borrowings, Personal Protection against sickness or death, and Retirement Planning.
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