What our clients are saying
He made 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.
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.
Can’t ask for better.
Great service provided, can’t ask for any better.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.
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.
Very good information, review and response – Thank you 🙂
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.
I found myself at ease and I understood everything, for once.
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!
Excellent, very professional.
Excellent, very professional and have always sorted everything out for us.
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
I have been impressed and delighted 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.Sam
I have used Lowndes Halsden for over 20 years and I cannot rate their service highly enough, always there when you need them.
The initial meeting is without charge or commitment
In these challenging financial times, it can be difficult to find a firm to trust, which is why we come highly recommended to you
If you like a straight talking, common sense approach to independent financial planning, you’ll like Lowndes Halsden
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.
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.
Excellent advice & service.
Excellent advice & service – simple and clear – like me! Thanks
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
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.
My investments have been looked after over the last 15 years and the returns are better than I expected. Kind and very helpful.
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.