Our Services

Financial Planning Services

At Lewis Brownlee we cover all the traditional areas of financial planning as you might expect, however we don’t believe its as simple as choosing a service. Instead its about people and what they want to achieve with their finances.

Uncertainty can be the biggest fear to overcome and no doubt you will have asked yourselves questions such as;

  • Am I in danger of running out of money?
  • What level of investment return do I need to achieve my objectives?
  • When will I be able to afford to retire?
  • Will my children have to pay inheritance tax?
  • Can we afford private education?
  • My money is sat in a bank account, could it be working harder?
  • How do I take my pension benefits?

By finding out your objectives and concerns we are able to address these questions, and the suite of services below can be used to create a bespoke plan.

  • “Lewis Brownlee explain things in an orderly and clear way, so we can understand. They listened to our thoughts, worries and hopes for the future. I have had 40 years in the Financial Services industry, and we were really pleased with their advice.” John, West Sussex
  • “Clearly knowledgeable about the services and how they relate to my personal situations and investment objectives.” Steve, Hampshire

Savings and Investments

For many, Investing gives a fear of the unknown. There are many factors to consider such as which product should be used, what funds should the money go into, what is the risk and so on.

We have been helping clients structure their savings and investments for nearly 30 years now and we recognise that everyone’s situation is different. Its all about understanding what you want to achieve and how we can get you there. We will explain complex terminology and produce a plan in plain and easy to understand language so you can be clear about your decisions.

Our comprehensive investment process is fully independent and makes sure your money is constantly monitored. Click here to find out more.


Property in the UK has always been sought after, however its not without its difficulties and careful planning needs to be taken when dealing with this asset. Our company structure enables us to offer advice on important factors such as tax planning and mortgages.


Insurance is something that most of us hope we never need to use, however it’s a nice feeling to know that you have prepared for life’s pitfalls.

Protection can give the opportunity to financially protect you or your family against the financial impact of death, critical illness and loss of income through sickness. Making sure that you have the right cover and type of plan can be daunting and that’s why our qualified advisors will lead you each step of the way.

Tax & Trust Planning

Our accountancy background gives us a real advantage over most firms. With in-house tax and trust experts we are confidently able to offer advice on this complex area. Trusts can often provide a protective barrier against certain threats to your wealth, while tax as you know can be a huge drag on your money.

These factors are always taken into account during our financial planning and in most cases the benefits will far outweigh the cost of advice.

Business Planning

As you may expect with our accountancy, we often provide advice for business owners. This broad topic has many planning opportunities and may range from protecting shareholding to company pensions and even passing to future generations.

Auto-Enrolment is a topic that is especially applicable to many medium and small businesses at this time. Our advisers make sure that we take time to understand the business and what is important to you.

Ongoing Service

We believe that a strong ongoing relationship is vital to proper financial planning, after all, things change  so its important that your financial plan does too. We regularly sit down with clients to discuss not only performance but what is happening in your life and if priorities have changed.

These regular meetings make sure that you are on top of your finances and that we are doing everything possible to mitigate tax and increase value.   Most importantly we can assess where you are on your path to financial freedom.

Retirement Planning

Ensuring that you have enough income to comfortably see you through a potentially long retirement seems easier said than done. With a wider choice of plans, investments and benefit options than ever before, its difficult to know what to do for the best.

The pension freedom changes mean that you now have more ways in which you can use your pension savings. Although these changes give you more control it also throws up a number of issues such as what income you can safely take and how indeed you should take it.

Retirement is potentially an exciting and fulfilling time in your life. Its an opportunity to travel, spend more time on hobbies or just a chance to take it a little easier. Whatever plans you have in your retirement years, it’s a phase of life that will generally last a long time.

At Lewis Brownlee we offer advice ranging from Investing that first contribution all the way through to the all important decision on taking income. A strong ongoing relationship makes sure that you stay on track so you can actually enjoy this time of life.

Estate Planning

Estate Planning involves making preparations for life’s challenges and major events; from making sure you have considered the tax implications on your wealth to preparing to pass your estate on in the event of your death.

Often, the topics covered within Estate Planning are things we would rather not think about, but planning for events such as your death can give you and your family great peace of mind and help to ensure that the wealth you have accumulated stays with the ones you care most about.