Needed advice regarding charity stuff – They had an in-house Chartered Accountant who could help me understand the technical stuff and allowed me to focus on the advisers recommendations. – made life very easy for me.
Testimonials
Full review performed
Took advice and proceeded with all recommendations – Very happy with service and I was charged very little fees compared to the amount of work Lowndes Halsden performed. Thank you and see you soon.
G.S
My investments
My investments have been looked after over the last 15 years and the returns are better than I expected. Kind and very helpful.
H.R
Full review
Full Review which incorporated five times as much as I thought we would cover. He even covered bank accounts, credit cards and my utilities! Many Thanks.
W.B
Recommended by a family member.
Recommended by a family member. Sounded too good to be true. I had a standard full review and this covered everything and more! Simple and well worth it and as stated on their website I did understand everything by the end of the first meeting. Next annual review in 12 months.
N.D
Excellent advice & service.
Excellent advice & service – simple and clear – like me! Thanks
T.D
Charity advice.
Needed advice regarding charity stuff – They had an in-house Chartered Accountant who could help me understand the technical stuff and allowed me to focus on the advisers recommendations. – made life very easy for me.
S.P
Absolutely amazed.
Absolutely amazed by the thoroughness and range of advice given to me. At last, I feel in control of my finances – with their help of course. Look forward to the next annual review. Thanks.
P.H
Straight Talking.
If you like a straight talking, common sense approach to independent financial planning, you’ll like Lowndes Halsden
R.P
Challenging times.
In these challenging financial times, it can be difficult to find a firm to trust, which is why Lowndes Halsden come highly recommended to you
D.P
Initial Meeting.
The initial meeting is without charge or commitment
P.G
Very Happy.
I have used Lowndes Halsden for over 20 years and I cannot rate their service highly enough, always there when you need them.
S.D
Impressed by their sound judgement and by the quality of the advice.
In the 10 years or more that Lowndes Halsden has been my Financial Advisers; I have been impressed and delighted by their sound judgement and by the quality of the advice. It’s no coincidence that both my mother and my wife are also clients of Lowndes Halsden, as they feel the same as I do. Without Lowndes Halsden on our side none of us would have profited as much as we have done while investment conditions have been favourable, and I know that all of our portfolios would have been far more vulnerable in these less than favourable times. In addition to this, they are trustworthy, reliable and are true professionals and I would have no hesitation in recommending Lowndes Halsden to friends or family – as mentioned above. As the previous review states – you have nothing to lose but a small amount of your time since the first meeting is free and I assure you – you will learn something new.
S.H
Saved me nearly a hundred pounds a year.
Popped into Lowndes Halsden Cardiff office in Birchgrove (after reading several good reviews online) and one of the nice ladies booked me in for an appointment. I haven’t got much money and I just wanted to make sure what I had was safe and in the best places. In addition, they actually gave me very good advice on most of my monthly outgoing costs like utilities etc and they have and I had to do very little to get this saving. Thanks
S.S
Excellent, very professional.
Excellent, very professional and have always sorted everything out for us.
L.W
I found myself at ease and I understood everything.
Easily Recommended Financial Adviser. After having my free meeting with their very knowledgeable adviser I found myself at ease and I understood everything, for once. He explained all my affairs in a way I could understand and never rushed me. Surprisingly, they covered all my financial affairs and even helped in areas I never thought an IFA would since I know they wouldn’t get paid for doing this work. My first meeting was followed up with another free meeting to make sure I was happy and that I understood everything. Friendly, trustworthy and amazing is how I would state Lowndes Halsden and I would recommend them to anyone. Well, I have already and my friend was very impressed also. What have you got to lose!
G.U
Very Approachable.
Ian was very approachable, professional and reassuring. The other staff I have been in contact with when phoning were caring and have been really helpful and warm.
M.B
Very Good.
Very good information, review and response – Thank you.
A.H
Best service I have ever received.
Stuart made me feel at ease right from the start. He explained things in a clear manner which even I was able to understand. It has been the best service I have ever received. I have recommended him to friends.
C.C
Felt most welcome and made to feel comfortable.
Very satisfied with the service felt most welcome and made to feel comfortable. Nothing was too much trouble and I am very happy with the visit to the office.
C&M.B
Can’t ask for better.
Great service provided, can’t ask for any better.
C&W.H
Pleasant and professional at all times.
All staff have been pleasant and professional at all times. This company was highly recommended to us and has met our expectations and I have informed others of the service.
R.D
What should have been a stressful process really easy
Ian was absolutely brilliant. He made what should have been a stressful process really easy – thank you.
K.T
We have received excellent advice and support.
We cannot fault the service provided to us. All staff are extremely helpful and friendly. We have received excellent advice and support.
ID & LD
We can’t praise Lowndes Halsden enough.
We can’t praise Lowndes Halsden enough. From our initial review to the completion on our home Lowndes have been invaluable.
B.j
Lowndes Halsden is a truly
Lowndes Halsden is a truly professional. Staff are professional and make you feel confident and at ease. my appointment was with a senior consultant (Stuart) and was exactly on time. Everything was explained very well and in plain English. Definitely the best financial service I received. Highly recommended firm
M A
I have been a client
I have been a client for over 17 years and not once has the quality of service and expert advice waned. Truly exceptional. Pleasant staff Steve and Spencer run a tight ship for the benefit of their clients. Thank you all.
HJC
All staff have been very helpful and professional
All staff have been very helpful and professional, as well as being reassuring during the lockdown, as well as all reception staff during earlier visits. Thank you.
SD & CT
The means in which your office….
The means in which your office, specifically Ian dealt with the recent mortgage application for my family was first class. Superb deal secured and swift service. I can not rate it highly enough. Thank you!
R.O
Excellent adviser
Ian is an excellent adviser, patent, clear communicator, and was generous with his time.
R.H
Excellent Service
Excellent service and very helpful adviser – very happy customer.
B.D
Trust
The financial adviser was very friendly and down to earth. I immediately felt I could trust him.
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