Duncan Hall
Financial Planning Services

Independant Financial Advice

Free Initial Discussion

Free, no obligation, initial discussion for financial advice, call now.

About the Company

After running a successful company for nearly twenty years, Tracey and Duncan have merged the business with Jon Lowson, although they will continue to trade as Duncan Hall Financial Planning Services. Being part of this consolidated business has many advantages for both them and their clients: greater financial strength, more resources and points of contacts so we that you can be provided with an improved service. From January 2019 Duncan will continue to work within the business as a Client Relationship Manager, with all advice being given by Jon Lowson, the firms Chartered Financial Planner, whom Duncan has worked with for over 15 years.

About Duncan:

Duncan Hall had had over thirty years experience within the Financial Services Industry:

  • (1984-1986) Financial Adviser with Wesleyan & General Assurance Society
  • (1986-1995) Financial Adviser with Prudential Assurance Company Limited.
  • (1995-1998) Independent Financial Adviser with Bradford & Bingley Building Society.
  • (1998-2017) Independent Financial Adviser with Duncan Hall Financial Planning Services Limited.
  • (2017-2019) Independent Financial Adviser with JH Lowson & Company Limited
  • (2019-     ) Client Relationship Manager with JH Lowson & Company Limited

Speak to us Today

Free, no obligation, initial discussion for financial advice, call now.

Planning With Us

We provide advice and planning services for people who want to make the most of their finances. We are independent, which means we work for our client’s interests, not those of a bank or insurance company. Once we have understood your aims, aspirations and concerns, we can help you make your money work for you.

Planning for a comfortable financial future takes confidence, nothing more. Setting your goals is the first step to success. It gives focus and direction. Thats where we can help. We ask the questions, look into your future, give straight-talking advice and find the right financial solution by:

  • identifying your short, medium and long-term goals;
  • clarifying precisely what you want from life;
  • mapping out your route to get there;
  • making easy to understand product recommendations;
  • adjusting your plan during significant life changes.

Being independent we will look after your personal interests. With access to the entire financial market, we can search thousands of options to find the most suitable products and services for you. If you are thinking about creating and putting your financial plan into action, we may consider things you’ve not. Why not talk it through with us today?

“We came to see Duncan after he was recommended by our accountant. Duncan talked us through our retirement options and explained everything in plain English. We now feel more confident about our retirement plans.”

Mr & Mrs SwarbrickLancaster, Lancashire

“Duncan has looked after our finances for over twelve years and we have recommended him to several of our friends and family members. We have always been delighted by the personal service we receive.”

Mr & Mrs WainwrightHeysham, Lancashire

“I called into see Duncan in after I had inherited a lump sum from my Grandmother’s estate. The solicitor dealing with the estate recommended I speak to an IFA and was recommended to see Duncan.”

Mrs RobinsonHeysham, Lancashire

Contact Details

Phone: Tel: 01524 842 211

E-mail:  duncan@lowco.uk

Please contact us for availability, particularly if you need an appointment outside of normal office hours.

Address:

Duncan Hall Financial Planning Services
3rd Floor Rosemary House
North Road
Lancaster
LA1 1LU