There are many independent financial advisers, but few offer a unique approach to you and your finances. Providing advice for more than 21 years, we are able to offer our clients a breadth of experience, but also a forward looking approach - no matter what the conditions.
2008 will go down as a momentus year in history. The 12 months saw global markets and assets in meltdown. Extremely large companies went into bankruptcy and financial institutions became government owned. 2009 although very testing in the first six months saw most of the world economics come out of recession in the second six months. However, this was largely due to western governments taking on vast amount of debt and feeding it into the syystem. 2010 is likely to prove an interesting year, but we at Lewis' remain cautious, believing that buying the right assets at a realistic price is still the best way forward!
However, 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.
The extent of the current downturn is a timely reminder that common sense investing is crucial. We do not follow the herd!
This site is designed to provide a full flavour of the services that we offer. In addition, full details of our existing property syndicates can be found through our property portfolio sections, with full objectives and estimated returns of each scheme.