Lewis Investment

About

There are many independent financial advisers, but few offer a unique approach to you and your finances. Providing advice since 1987, we are able to offer our clients a breadth of experience, but also a forward looking approach - no matter what the conditions.

Lewis tends to focus on the attainment of income from investments either now or to be achieved at a specific point in the future.

Our property syndicates have proven to be an excellent tool and form part of our recommended portfolio.

Our proposition is unique. We believe that most people are best served with a conservative portfolio of real assets. A strong combination of a small, but refined number of stockmarket investment funds, together with diversification through our well managed property syndicates, provides the potential for longer term dependable returns not offered elsewhere.

We are confident that we can meet most objectives through this combination. We use a common sense approach to investment and this applies whether the money is your own, in a trust fund or in a pension wrapper.

Lewis also offers comprehensive employee benefits consultancy to small and medium sized enterprises (SMEs)

Keywords

independent financial advisers pension & tax planning advice investment management services corpora, equity release, workplace pensions, mortgages

Amenities

No amenities listed yet

Upcoming Events

No upcoming events scheduled

Frequently Asked Questions

No reviews yet. Be the first to review!

Social Links

Photo Gallery

No photos available

Contact Information

Business Info

Location

Business Hours

Business hours not available