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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.

Start the conversation

Speak to me if you’d like to give your finances a spring clean or are thinking about freshening up your long-term plans.
Contact me today

An adviser’s insight

Enjoy the feel-good factor of a financial spring clean

Graphic of people cleaning a piggy bank

With the start of a new tax year, now is a great moment to take a little bit of time to get your finances in order and look ahead to the next 12 months and beyond.

I can help you take a fresh look at your finances and put a plan in place to help your money work hard for you over the next year. This can include ensuring that you’re maximising your new tax-free savings and gifting allowances.  

We can also consider any important updates to your circumstances, such as a pay rise or promotion, or changes to your family. 

Now is also a good time to review your longer-term goals and check in on your retirement savings. A cashflow model is an excellent way to do this as it can help to show how on track you are, if you need to make any adjustments, and the positive impact that even a few small changes made today can have on your finances over the long term. 

Click on the contact me today button at the top of my profile to discuss how I can 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 Financial Services Ltd & Quilter Financial Ltd on 01 August 2022.