ABOVE & BEYOND
Extraordinary knowledge. Exceptional service.
Extraordinary knowledge.
Exceptional service.
CLEAR CUT
Simple language. Defined plans. Everything crystal clear.
Simple language. Defined plans.
Everything crystal clear.
BRIGHT IDEAS
Shedding light on brilliant
solutions
Shedding light on brilliant solutions
CHANGEABLE
Because who knows where life will take you.
Because who knows where
life will take you.
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Living life to the full…

 

“The saddest summary of a life contains three descriptions:
could have, might have, should have.”
– Louis E. Boone

 

It’s a quote that really resonates with our approach to financial planning. As independent financial advisers, we’re here to make sure your life is a happy story of fulfilled achievements, rather than a tale of opportunities you could, might and should have taken.

Here at Lewis Brownlee we place great emphasis on listening to what’s important to you, the objectives you want to achieve and the concerns you have about achieving them. We will then put together a bespoke plan that suits your individual circumstances. 

So, whether you’re looking to plan for your retirement, build up your savings, protect your loved ones or mitigate tax, we can help you do so in a way that makes you feel comfortable and assured.

WHY CHOOSE US

With so many independent financial advisers to choose from, WHY CHOOSE US?

our heritage

We’ve been established in Chichester for over twenty-five years and so we have a long tradition of providing expert advice in financial planning and services. 

OUR PROFESSIONAL STANDING

We are one of only a select number of firms that hold the prestigious corporate Chartered status. This title is only given to firms showing a constant commitment to an overall standard of excellence.

OUR TAX EXPERTISE

As specialists in this area, we are adept at navigating the complex world of tax in relation to investments and pensions.

OUR CONNECTIONS

Our association with Lewis Brownlee Chartered Accountants means we can provide an ‘under one roof’ solution for anything financial. In addition, we have strong relationships with solicitors.

OUR SPECIALIST AREAS

As well as those advice areas you might expect from independent financial advisers, such as pensions and investments, we are authorised to advise on many specialist areas including defined benefit pension transfers, long term care and equity release.

OUR INVESTMENT PROCESS

We use state of the art intellectual property from market leading analysts and independent actuaries to set us apart from our competitors.

CONTACT US

IF you’d like some clear-cut financial planning advice, please do GET IN TOUCH…

You voluntarily choose to provide personal details to us via this website.  Personal information will be treated as confidential by us and held in accordance with the appropriate data protection requirements.  You agree that such personal information may be used to provide you with details of services and products in writing, by email or by telephone.

HAPPY CUSTOMERS

WE LOVE TO HEAR FROM OUR CLIENTS ABOUT THEIR EXPERIENCE WITH US…
THEY’RE ALWAYS SO HAPPY! 

STUART, WEST SUSSEX

A happy client…

I asked Lewis Brownlee to help me organise my pensions about two years ago and I’ve been consistently delighted by their responsiveness, professionalism and my ROI. Can’t say fairer than that.

MARILYN, WEST SUSSEX

A happy client…

My adviser is very helpful in explaining everything as clearly as possible and is most approachable. He gives sound and measured advice which is dependable and wide ranging. I rely on and respect his advice.

CHARTERED STATUS

HONEST | ETHICAL | PROFESSIONAL

With Chartered status, we are one of the leading financial planning practises in the Chichester area.

NMA TOP 100

PROGRESSIVE | RELIABLE | ORIGINAL

The New Model Adviser Top 100 award celebrates the best of the UK professional financial planning community.

VOUCHED FOR

EXPERT | ACCOUNTABLE | TECHNICAL.

Our independent financial advisers are checked against a stringent vetting process and reviewed and vouched for directly by our clients.

© 2019 Lewis Brownlee Financial Services Limited. All rights Reserved.
Authorised and Regulated by the Financial Conduct Authority. Registered in England company number 6597644

Independent Financial Advisers (IFA's) based in Chichester, Whiteley and Midhurst, catering for Hampshire and West Sussex.

Contact Us

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