A PARTNERSHIP between a well-known estate agent and a financial management firm will provide a new financial planning service.
Pattinson Estate Agents and Lowes Financial Management have entered into a joint venture to provide holistic financial planning services to customers of the estate agents.
Pattinson Estate Agents managing director, Caroline Pattinson, said: “We are excited by this joint venture with Lowes as although we are in the business of selling houses and managing let property, we also have clients selling property portfolios, downsizing and of course, simply getting older.
“We have always provided access to mortgage, protection and general insurance advice but not the wealth management and general financial planning services that some of our older clientele could now really benefit from.”
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