Importantly, we recognise that everyone has their own unique set of circumstances, goals and ambitions. Understanding your aspirations and building a strong relationship is key. We are happy to invest our time to develop and maintain our relationship with you.
Our ‘mission’, for want of a better word, is to facilitate you in achieving these aspirations by delivering a financial solution tailored to your wants and needs.
To develop your financial solution, we will:
- Identify your needs and objectives – listen to your concerns, goals and ideals
- Gather information – ensuring we have all the relevant facts
- Prepare analysis – research the market
- Develop a realistic plan of action – provide clear recommendations
- Implement your plan – Once agreed put it in place for you
- Monitor your progress – Meet with you regularly to review and make any tweaks
Where suitable, the Lewis’ solution will help you achieve a steady regular income with strong inflation protection. We achieve this by using a common sense approach. Your funds will be split between commercial property, which produces a high rate of income and the possibility of capital growth in the future, and our preferred portfolio of income producing capital enhancing funds.
Information about our proposition, fees and performance is currently under review and will be available shortly.