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Lila Rowe

Financial Planning Consultant DipPFS in London

A little bit about Lila

Hello there! I genuinely believe that everyone deserves to understand financial advice and explore the various products out there. Financial security isn’t just about the numbers; it’s about finding peace of mind. With 20 years of experience in the accounting world, I take pride in my high standards and strong ethics. As your Financial Planner, I’m here to offer guidance that fits your dreams and goals. Whether you’re gearing up for retirement, investing for the future, passing down wealth, or managing tax planning, I can help you navigate the often tricky and ever-changing financial landscape to ensure a bright financial future. If you’re unsure if I can help you, then please ask!

Find out more about me below.

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There are lots of ways I can help you prepare and plan your finances over the long term, such as cashflow modelling or a range of other useful tools.
Contact me today

An adviser’s insight

Graphic of people studying charts

What is cashflow modelling?

It’s the unknown that makes planning for the future difficult. Your life is full of lots of choices that can impact your financial situation. So how can you look all the way ahead to your later life with any kind of certainty?

This is where cashflow modelling comes in. Essentially, it’s a tool used by advisers like me to get an idea of how your financial future could look. I put in lots of data about you and your financial circumstances, and that lets me predict what could happen, and compare different scenarios against each other.

It means we can do things like: see whether you can afford to gift your grandchildren money towards their education, gauge whether your finances will last you into retirement, or understand whether you need to make some changes to achieve your goals.

Let me know if you think cashflow modelling could help you.

Services

General Insurance

Home contents insurance, buildings insurance.

Holistic planning

Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.

Income Protection

Permanent health insurance to provide a regular income should you be unable to work due to illness or injury.

Investments

Wealth management advice to make your money work as hard as it can for you, including making the most of any tax breaks available.

Pensions

Expert advice to help provide comfort in your retirement.

Protection

Whole of life and term assurance protection, private medical arrangements, critical illness insurance.

Qualifications

Diploma in Regulated Financial Planning

  • The Level 4 Diploma in Regulated Financial Planning from the Chartered Insurance Institute develops core technical and initial financial planning understanding.

Location

Lila's location

London
SE9
United Kingdom

Lila offers expert financial advice to suit your needs in London.

More about me

Wherever you are on your financial journey, I am dedicated to helping you feel informed, in control, and excited about your future. I live in South London, am married, and have some wonderful children, nieces, and nephews in my life. My wife and I enjoy attending quality music festivals, embracing our roles as the cool aunts. Family time is important to me, and I know it's equally important to my clients. When I'm not working, I enjoy watching football, practising yoga, and catching up with friends.

The Financial Conduct Authority does not regulate some employee benefits, tax planning, inheritance tax planning, estate planning, succession planning, trusts or some buy-to-let mortgages.

The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

Registered Office: Quilter Financial Advisers, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 05693185. Lighthouse Financial Advice Limited, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 04795080.

Quilter Financial Planning Network only: This financial promotion was approved by Quilter Wealth Ltd, Quilter Financial Services Ltd, Quilter Mortgage Planning Ltd, Quilter Financial Ltd, Quilter Financial Planning Solutions Ltd & Lighthouse Advisory Services Limited on 01 August 2022.