Financial Advice

Nobody plans to fail ..... they just fail to plan!

Lewis’ offer a complete investment service. Whether you are just starting out on your journey to plan for your long-term goals or entering a well-deserved retirement, we will work with you to help you achieve your goals, protect your lifestyle and continually look for new opportunities to grow your wealth.

If you need to protect your wealth, your family and your future against the unexpected turns in life we can offer a range of insurance options to help you stay on track and achieve your goals.

These include:

  • Business/Key Man Insurance
  • Life Assurance
  • Income Protection
  • Critical Illness Insurance

If you want to eliminate your mortgage as quickly as possible we can work with you to implement strategies.

If you could wave a magic wand over your finances - what would you do? Whatever it is we are happy to have a conversation with you to help you achieve it.

How we help Charitable Institutions

As part of your Charity trustee stewardship obligations, will be to regularly review your investment strategy. Lewis Investment would like to offer a free and impartial initial discussion at your next scheduled investment review to provide you with an overview of the services we provide and potential benefits and cost savings to your charity.

We offer bespoke advisory investment advice to the trustees and will tailor any recommendations to the charities requirements, including full ‘Responsible Investing’ portfolios under Environmental, Social and Governance (ESG) guidelines, if required. We have solutions geared towards income generation or capital growth commensurate with your risk profile and unlike some advisory firms, we are fully independent and not tied to any provider.

As part of our usual service, we can attend committee meetings as and when required and provide investment updates and reviews depending on your requirements, including performance and risk analysis data.

If you would like an initial discussion, then please contact Kristan Ward on 01202 718400.

Advice and product fees may vary.

The value of investments and the income from them can fall as well as rise, and you may not recover the amount of your original investment.

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