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Lowndes Alexander Daniel
Ltd specialise in giving quality independent advice to
Owner Managed businesses, their Directors and employees.
Our mission, stated simply, “is to provide the very
best independent financial advice to Small to Medium sized
Companies.” In doing so, we are able to continuously
show tangible ways in which we promote and protect their
trading position.
Our clients are predominantly North West based. Our advisors
are experienced and have advanced financial services qualifications.
We guarantee to make a difference for you and your Company.
We have extensive experience working with Corporate Clients
and their professional advisers, addressing the needs of
employers and employees alike.
We are not driven by the high cost base of many National
IFA, and Employee Benefit Practices, who routinely require
their Consultants to achieve sales revenue of five times
a multiple of salary. As a result, we are able to spend
more time with clients, and have avoided the ''need to
make the next sale'' culture that has tarnished the UK
Financial Services Industry. Our approach and specialisation
have meant we are seen as having a true ''partnership''
with our clients allowing us to become integral to their
own financial planning, and that of their business interests.
In
this way we are different.
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Lowndes Alexander Daniel Ltd. spend a considerable amount
of time getting to know new clients, their circumstances
and motivations, together with their plans and objectives
for the future.
This is a cornerstone of how we work. And what makes us different.
An initial consultation is without charge, or obligation. This can take place at our offices, your workplace or our home. It will however, involve an investment of your time as well
as our own.
In short, we ''work for you''. Additionally, we pride ourselves
on our proven ability to keep clients informed at all times.
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A
client of Lowndes Alexander Daniel Ltd. will receive access
to a suite of advice services that truly make a difference.
Our yardstick for success is to continuously evidence tangible
ways in which we have ''protected'' and ''promoted'' the
wealth of our clients. These yardsticks, or objectives, are
often agreed at outset and reviewed annually for both Corporates
and Individual clients alike.
We commit to undergo a formal cost benefit review of our client
relationship on an annual basis.
In the case of a corporate client this may entail formal assessment
of ''value for money'' when considering overall employee benefits.
For an individual client, this may involve pension and investment
performance against agreed
“benchmarks.”
At Lowndes Alexander Daniel Ltd we welcome the demand to give
value for money.
And will evidence doing so. In
this way we are different.
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We
are paid by either fees, commissions or both, you decide. However, in this age of fees, many clients still ask us to be paid by commissons that can be received for work completed. Full terms of business, and agreed service
levels are supplied and discussed at outset. As a prospective client, it is your choice. In
this way we are different.
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We
guarantee to be accountable.
We agree the expectations our clients have from their chosen
Advisers at outset, and commit to be measured against those
standards on an ongoing annual basis.
Our client management processes are designed to give a no-nonsense
assessment of how we have given true added value during the
course of a year, and are part of our annual review procedures. In
this way we are different.
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