Welcome To Lowry Shuker Financial Planning Ltd, Liverpool
At Lowry Shuker Financial Planning Ltd we are totally committed to giving our clients holistic financial planning whilst maintaining the highest degree of ethics and service. We offer a full financial planning service with advisors all coming from Banking backgrounds and they continue that professionalism within Lowry Shuker. As we access the whole of the market this ensures that the Lowry Shuker experience is both professional and caring with service at the forefront of all that we do. With over 55 years’ experience within the financial sector, including those in our office paraplanning team, we have a wealth of experience for our clients to benefit from.
For mortgages we are paid a fee of £450 in addition to commission from the lender.
Your home may be repossessed if you do not keep up repayments on your mortgage.
The value of your investment can go down as well as up and you may not get back the full amount invested.
We can advise you on
Investment
We aim to maximise your investment whilst being as tax efficient as possible within your personal profile and objectives.
Mortgages
By accessing the market we endeavour to achieve competitive rates and can access many exclusive products to ensure you are getting the most appropriate deal for your current needs and circumstances.
Pension & Retirement
By regular monitoring of your pensions we are in a position to guide you on your retirement funding with the aim of maximising any future income in retirement.
Protection
When providing advice to clients regarding their protection we also take into account protection for their family or lifestyle in the event of an unexpected death or earlier critical illness of a loved one.
Where you have a complaint or dispute with us and we are unable to resolve this to your satisfaction then we are obliged to offer you the Financial Ombudsman Service to help resolve this. Please see the following link for further details: