Sandy Lowth  /  Mitchell & Company Team

Sandy Lowth  •  BA HONS, CFP TM, APFS, CERT CII (FS)

Chartered Financial Planner & Chartered Wealth Manager

SOLLA Accredited Later Life Adviser & Care Fees Specialist

Sandy has over 25 years' experience in the retail financial services industry. Having spent 10 years with a large insurance company in a business management role, she decided to become an independent financial adviser in 1995.

A graduate of Exeter University, she is an Associate of the Personal Finance Society and of the Institute of Financial Planning. She is one of an exclusive group of advisers to have been awarded Chartered Financial Planner and Chartered Wealth Manager (CFP TM) status.

Sandy advises on all areas of financial planning, from savings and investments to pensions and retirement planning. She is committed to delivering a personal service and building long-term relationships based on integrity and trust.

Working closely with local solicitors, attorneys, trustees and professional connections Sandy can also provide expert advice on inheritance tax planning, trustee investments, care fees planning and financial issues associated with divorce.

Sandy has a particular interest in helping elderly clients plan for the future. She has many years of experience in helping to support and advise families who are faced with difficult and emotional decisions when a family member or friend is faced with paying for care.

She has obtained the specialist Later Life Adviser Accreditation from the Society of Later Life Advisers (SOLLA) supported by the Care Fees Planning qualification, CF8, and has recently been awarded the SOLLA Retirement Standard Award. These qualify her to advise and guide people in later life who are approaching retirement or concerned about the cost of care.

Whether advising clients going through a divorce, those concerned about retirement and investments or families placing elderly relatives in care she ensures she has a clear understanding of the client's needs and objectives, before offering tailored financial solutions that give true peace-of-mind.

Sandy is married with 4 children. She enjoys spending time with her family, travelling and her new hobby, playing golf.

Qualifications;
  • Advanced Planning Certificate

  • AFPC G10 Taxation and Trusts

  • AFPC G20 Personal Investment Planning

  • AFPC G60 Pensions

  • AFPC SV1 Savings and Investments

  • JO2 Trusts

  • AF5 Financial Planning Process

  • CF8 Long Term Care Insurance

  • ER1 Equity Release

  • Financial Planning Certificate (FPC 1, 2 & 3)

Acreditations;
  • Chartered Financial Planner

  • Chartered Wealth Manager

  • SOLLA Later Life Accredited Adviser

  • SOLLA Retirement Standard Award

  • Member of the Personal Finance Society and the Chartered Insurance Institute

SOLLA Retirement & SOLLA Care

Contact Sandy Lowth

Direct Line:  01737 222387

Join Our Mailing List

Facebook