Lucas Lowe
BSc (Hons), DipPFS, CFP™, Chartered MCSI, Chartered Fellow
Having studied Biology at university, I made a career change in 2014 and joined the St. James's Place Academy. Given my background, I have a particular interest in Environmental, social, and governance (ESG) investing.
I typically work with driven and ambitious individuals and business owners - I help clients realise their financial goals and aspirations, so they can have what's really important to them in life.
I strive to make financial planning easy to understand so that clients can make sound, educated decisions about their money.
My goal is to make planning their finances enjoyable and to ultimately provide financial peace of mind for them and their loved ones.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
Accreditations
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Click on the accreditations for more information
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
