How we will work with you in the future

We have been thinking about how we will work with you in the future

We realise that it will take considerable time before we can all be confident that the virus has been contained and we appreciate that some of us may not be comfortable with face-to-face contact.
Thinking proactively for the future, we have been looking at how we can adjust the way we work to suit your preferences and have prepared a short video which can be viewed by following this LINK.
If the video is too fast you can pause it using the control button in the left hand corner.
We will be in contact with you again very soon as our new facial recognition client app comes on line.
In the meantime stay safe.
Very best wishes.

Tim Lewis 

Update – May 2020 Keeping you in the loop

It seems hard to believe that we are now almost six weeks on from our last email in early April.  As you will appreciate time has flown for us as we have been forced to work remotely with a reduced team while trying to ensure continuity of services for our clients.

I am sure that this has not been the case for everyone, many will have found time to pick up hobbies or try something new but for others, this time has been overwhelming causing much anxiety and stress.  Like the virus, this situation affects everyone differently and our thoughts are with everyone who has been affected around the globe.

We have deliberately kept our communications to a minimum in consideration of the fact that everyone is being flooded with information about COVID-19 from every side.  We made the decision to only email with helpful or critical information in relation to our services and not repeat  Government advice. However, we do not want to give the impression we are no longer open for business  - we just want to help you “see the wood for the trees” in your inbox.  Rest assured we will continue to observe the guidelines and preserve the safety of both our clients and staff.

We will continue to tailor our approach throughout the coming weeks and will communicate with you regarding any important updates or should anything change.   We will be issuing a short report early next week explaining how we are looking to adapt our business and work with our clients moving forwards.

We previously told you that many of our advisers are on furlough.  In the meantime our Directors, Lee, Simon and Tim are available should you need any advice or have any concerns. Our administration teams continue to work from home and are on hand to answer your queries; it is important to us that you can still talk to a member of our valued team.

You can access your investment portfolio via our client portal where you can obtain valuations, we would ask you to read the notes on the portal in respect of pricing.  If you do not already have access to the portal or need to re-set your password please contact Adam Gardiner who will be happy to assist you.

We would like to thank our clients for being patient with us and appreciating that currently returning calls can take us a little longer than usual.

In relation to the property syndicates, we have been in communication with members to keep them informed of the latest positions.  A number of tenants are able to pay their rent.  However, a fair number, mainly in the retail and leisure sectors, have been unable to fulfil their rent commitments and have either requested a rental holiday or a deferment due to the crisis.  It is currently still too early to enter into agreements with the tenants, who in many instances are experiencing genuine difficulties with zero income due to the Government lockdown.  A collaborative approach that helps to keep a business on its feet during these unprecedented times will, in our view, be the best way forward.

We will continue to talk with the tenants and keep members appraised of the situation and as always members will be asked to vote on their agreement to any proposals.

As we navigate through these challenging times, we are reminded of how fortunate we are to be part of a community prepared to come together to support the greater good.  Let’s hope we remember the lessons learned and use this experience to strengthen our country in the coming years.

We wish you, your teams and your loved ones health and safety.

Very best wishes

Tim Lewis

Keeping you in the loop

As previously advised the Lewis Offices were closed following the Prime Minister’s announcement introducing significant new restrictions on business activities and further guidance on social distancing.

The Health & Safety of our staff, their families and our clients was our first and foremost priority.  With all our staff working from home it has been “business as usual” for the last couple of weeks and we have been able to deliver our normal level of service.  Our team have been like graceful swans furiously paddling below the surface dealing with this extraordinary situation.

As no one knows how long the current measures will remain in place we have now moved to our second priority – ensuring that we can maintain a level of service to you our clients throughout these uncertain times.

We have taken our own financial advice and made some really tough decisions due to the significant reduction in new business.  It is not, and will never be, our intention to lose any of our most valuable assets, our people, but to make this possible we have temporarily reduced our team of advisers and support staff. 

We have placed them on furlough (a new Government job protection scheme) so they can continue to receive an income through this uncertain time. Please be assured that this process has been carried out in consultation with our entire team and they are all keen to ensure your interests are paramount. 

We also wanted to ensure that when the time is right we will be ready to help play are part in keeping the economy going and will need our experienced team to do this.

If you try to contact your normal adviser and receive an out of office reply this will contain the contact details of our authorised financial adviser directors - please do email them they will be happy to provide advice and guidance.

These are unprecedented times and our team will be doing their best to respond to you as quickly as possible, so please be patient with us.  We will endeavour to continue to be here for you, COVID-19 or not.

Please stay safe


Precautionary Office Closure

As a precautionary measure and to minimise the exposure and spread of the Coronavirus we have closed our office.  The health and well-being of our team, our clients and their families are of paramount importance to us.  In line with government guidance we have taken steps to enable our team to work from home where ever possible.

We have asked our advisers to conduct client meetings via Facetime, Skype or telephone and to stop all unnecessary travel.  Where possible correspondence will be sent by email or made accessible via our client portal.

We will continue to operate all services during this time but it may take a little longer than usual to speak to one of our team.  You can still contact us on 01202 718400.

We thank you for your understanding and patience.

Stay well and take care.

Tim Lewis

Nova Clifton 93 – Fully Subscribed

Clifton is a charming suburb of Bristol, it is arguably the most affluent part of the city and is highly desirable as a place to live and work, which is reflected in property values.  The village is home to an eclectic mix of retailers and restaurant operators, including Ivy Brasserie, Cote, Zizzi and Hotel du Vin.

The subject property is a well-known eatery that has traded as the Clifton Sausage since 2002 and has a loyal following. It is situated in a quiet yet central location and provides a total of just over 4,000 sq ft of accommodation over basement, ground and first floor. It is our opinion that in future years the property could lend itself to redevelopment, subject to the necessary consents.

PLEASE NOTE: The attached prospectus is no longer valid and is for illustration purposes only.


Nova Shrewsbury 91 – Fully Subscribed

Shrewsbury is the county town of Shropshire and is an extremely well regarded, historic and affluent town with a population of circa 75,000 and a catchment of around 200,000.

The subject property is situated in a roadside development on the Town’s main ring-road, approx. 2 miles from the town centre. It comprises a modern purpose built Travelodge hotel comprising 41 bedrooms with associated parking and is ideally situated, being adjacent to a Greene King public house, a fuel station with convenience store, a Starbucks and Burger King Drive-Thru’s, making the scheme very convenient to visitors that do not want to travel to the town centre, such as those visiting the plethora of businesses at the neighbouring business parks.

PLEASE NOTE: The attached prospectus is no longer valid and is for illustration purposes only.

YMCA Bournemouth Big Sleep Easy 2019

On the evening of Saturday 16th November 2019, Simon Warner and David Kiss joined almost 200 staff, managers and directors from businesses and organisations across Dorset who braved the cold to take part in the YMCA Bournemouth Big Sleep Easy.  They built their own shelters out of cardboard boxes and spent the night outside at Bournemouth Sports Club.

The total funds raised, just short of £38k, will help the YMCA Bournemouth to continue in their work enabling homeless individuals to return to independent accommodation and a positive long-term future.

Donations can still be made until 31st March 2020 so if you would like to donate their fund raising pages are:

David -

Simon -


A New Year and a new name for Carey Pensions

"From the 1st January 2020, we are changing our name to Options, this represents a new year and a new chapter in our growth, now as part of STM group.

Our team here in Milton Keynes thanks you for your continued support, which we value, and we promise to continue to support you too.
We’ll be launching Options to the market place in the New Year.  We encourage you to visit our new website, from 1st January.

We are confident and committed to delivering our promises to do things right.
If you have any questions at all, please call us on 0330 124 1510 or, after 1st January 2020, send us an email at and we will be happy to help.
We hope you have a wonderful Christmas and we look forward to working with you in the new year."
Christine Hallett
CEO, Carey Pensions UK

Nova Chandler 90 – Fully Subscribed

The property consists of a modern style terrace of Warehouse/Industrial units, extending to 21,143 sq ft. The units were originally comprising six self-contained elements and occupied by four different tenants on varying terms.

The estate is situated in arguably Weymouth’s premier business location,   adjacent to the New Look Headquarters, a Premier Inn, a flagship Sainsbury supermarket with fuel station, a Morrisons and a nearby Lidl. There is also a “Park & Ride” within comfortable walking distance providing extra parking and bus services from the town centre.

PLEASE NOTE: The attached prospectus is no longer valid and is for illustration purposes only.


Nova Ampress 86 – Fully Subscribed

Ampress Business Park sits on the outskirts of Lymington and offers the main business/industrial park for Lymington and the surrounding area with very little in the way of competition. As the park is sandwiched  between the New Forest National Park and the town, it is physically  limited and can not extend any further. 

The subject property was originally developed in the 1950’s, but at the turn of the millennium was re-clad and re-roofed and now presents an appealing modern looking property. 

PLEASE NOTE: The attached prospectus is no longer valid and is for illustration purposes only.

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