Lowes Financial Management has launched an academy to help encourage potential recruits into the financial advice profession.
The initiative, Lowes Financial Academy, will train candidates to help them achieve the Chartered Insurance Institute Level 4 Diploma. The first course to launch is R02 Investment Principles and Risk with...
Creation of chief commercial officer role
£800,000 annual fee income
Private equity-backed business
Northants and Cambs client base
First acquisition of 2021
Almost three-quarters generated positive returns
Integration of Charles Derby and Lighthouse
Which firms made the shortlist?
Entered administration in April 2020
Cuts fees across multi-manager range