Founded in 1987, Lewis Innovative Investment offers a first class independent investment and technical advisory service to both corporate and private clients. The Company succeeds in a competitive market place by giving top quality proactive and innovative advice enabling clients to build their personal wealth.
The Company Directors are:
Tim Lewis
Managing Director
tlewis@lewisinvestment.co.uk
Paul Mitchell
Finance Director
pmitchell@lewisinvestment.co.uk
Fiona Garvey
Company Secretary
fgarvey@lewisinvestment.co.uk
Josi Keane
HR/Operations Manager
jkeane@lewisinvestment.co.uk
Penny Mace
Compliance Officer
Penny acts as T&C supervisor, along with Tim Lewis.
pmace@lewisinvestment.co.uk
We currently have six advisers, many of whom specialise in particular areas. This allows us to operate a "team approach" which means that individual clients may see more than one adviser ensuring that all areas of in-depth expertise are available to them.
Our advisers are expanding their knowledge through further training and examinations and this naturally passes through to the professionalism of their advice. One of our advisers is already close to achieving Chartered status.
Financial reports are prepared by a dedicated team of qualified "paraplanners" whose tasks include the research that underlies recommendations.
Our team of administrators ensure speed of investment transactions, wherever possible transacted online.