Julian Lowe
Office Lead, Chester, Liverpool and Wirral
I joined Perspective in 2013 because it gave me the chance to focus on what I enjoy most -helping clients achieve their financial goals. I’ve been a Financial Planner for almost 40 years, specialising in retirement and inheritance tax planning, and I became a member of Perspective’s Advisory Board in 2015.
I started my career with Royal Life in 1985, became independent in 1988, and have stayed independent ever since. I’m a Chartered Financial Planner with additional qualifications in taxation, trusts, long-term care, equity release and retirement planning. After all these years, the most rewarding part of my work is still the same: seeing clients reach the milestones that matter to them.
*The Financial Conduct Authority does not regulate Trusts and taxation advice.