Simon LowndesPrincipal of LAD IFC Ltd
Welcome to Lowndes Alexander Daniel – Tel: 01925 819156
My name is Simon Lowndes and I am the Principal of LAD IFC Ltd we have been trading as a directly authorised and regulated fully independent limited Company since 2005. We are regarded as the ‘’Retirement Income Planning Specialists’’
I personally have been a Regulated Adviser for nearly 30 years – the last 20 as an ‘’Independent Financial Adviser’’ specialising in ‘’pensions’’ and ‘’investments’’. Lowndes Alexander Daniel have built an enviable reputation within the world of retirement planning by being different.
I am approved by the FCA (Individual Reference Number: SDL00005) to give financial advice Click here to view my CII Statement of Professional Standing.
We have been successful for a number of reasons
- We offer highly individual advice that is entirely client focused
- We are truly Independent – in an advice industry that is not
- We work with organisations that also value their independence
- We have successfully avoided a ‘’next sale’’ culture and evidence this in the way we treat our clients
- We are aware of the ever-changing developments within the financial services industry and work hard to provide the most suitable products combined with tailored advice.
- We believe that the key to successful advice is creating a trusting relationship with clients so that I can provide financial advice that is altogether individual.
More about us.
LAD IFC are Independent Financial Advisers with advanced qualifications and nearly 30 years’ experience.
We have extensive knowledge 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.
Please feel free to browse our website. You are also more than welcome to call any time between 8.30am and 6pm.
Our key services & why you should choose Lowndes Alexander Daniel Ltd for your financial planning.
Retirement Planning
We are specialists in providing accurate pension advice for individuals near and approaching retirement & people already in retirement.
Pension Review
Service
Having your present pension reviewed is very likely to be the best financial decision you ever make.
DB or Final Salary
Transfers
Having your present pension reviewed is very likely to be the best financial decision you ever make.
Overall Financial
Planning
Personal Financial Planning is an ongoing process to help you make sensible decisions about money that can help you achieve your goals in life.
Wealth Planning
& Investments
We will assess how you might be able to improve your financial position through a range of investment and financial protection options.
We Are Truly
Independent
We are truly Independent and provide highly individual advice that is entirely client focused & tailored to your individual needs.
30 Years
Financial Experience
Lowndes Alexander Daniel are Independent Financial Advisers with advanced qualifications and nearly 30 years’ experience.
We Offer Free
Consultations
Our approach is very customer orientated and entirely at your chosen pace. Why not arrange a free consultation today?
” I am now able to have all my: Peps, ISA’S, Bonds, Pensions and savings plans in the one place. We have different attitudes to investments and risk for different pots of money We travel widely and find that where ever we are in the world we have immediate access to our investments – all in the one place. I feel I now understand for the first time how our investments are performing! ”
Have you ever tried to unravel pensions from six different stages of your life? Lowndes Alexander Daniel worked slowly and surely through my past pensions at a speed that allowed me to understand and ask rigorous questions; they guided me through the world of ‘’pension freedoms’’ and ‘’pension reforms’’ – the upshot is we have a secure retirement and I have an Adviser I can trust.