Lowndes Alexander Daniel Ltd

About Us

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.

· Life Protection - if you have dependants how would they cope financially in the event of a breadwinners premature death and would there be any unpaid debts left. · Illness Protection - how would you cope financially in the event of a period of prolonged illness? · Critical illness cover - if you suffered a severe illness or accident and needed to adapt your home to cater for your disability would you have sufficient funds available to enable this, and would you want to clear all debts? · Retirement planning - assessing current pension provision in relation to the income that is required to maintain your standard of living in retirement while ensuring that your current provisions are working effectively for your benefit. · Savings schemes - ensuring that any surplus monthly expenditure is maximised for growth and providing a plan to achieve any specific savings needs. · Investment Planning - maximising any surplus or earmarked investment capital for tax efficient and worthwhile growth. · Inheritance tax Planning - assessing any liability your beneficiaries may have to inheritance tax and planning to reduce or mitigate the liability. · Long Term Care Planning - assessing the potential liability to residential or nursing home care costs in the event of long term care being required and the effect this would have on your assets.

Free Parking

Customer service / helpline

2004