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 Financial Services 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, or for advice on Pensions, Savings and Investments Inheritance Tax, Business Financial Planning, or Protection Planning, 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 CLIENT PORTAL

All clients who take out our ongoing wealth management services are given access to our Client Portal. This is an innovative and personal digital filing cabinet facilitated by a web browser or the LewisBrownlee app.

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.

FAQs

Why do I need an IFA?

Enlisting the help of an IFA gives individuals access to knowledge and expertise. It also enables them to utilise the skills of a financial expert to ensure they are best placed to achieve their future goals. IFAs dedicate their working lives to financial planning. They can, therefore, commit the time, resources and know-how to help maximise the potential of their client’s finances.

 

What do financial advisers (IFAs) do?

Financial advisers assess the financial needs of individuals to help them achieve their future short- and long-term objectives. They look at the bigger picture to inform and aid clients’ decision making around topics such as investments, tax, and goal setting to put them in their best possible financial position. By making bespoke plans, they recommend, implement, and monitor the investments and plans to match their client’s specific dreams.

How much do IFAs cost?

Charges for financial advice usually come as either a flat one-off fee for a piece of work, or as a proportion of the money a client wants to invest and be managed. If the latter, it will be charged as a percentage of the client’s assets and will generally comprise an initial fee, ranging between 1% to 3%, and an ongoing charge somewhere between 0.75% and 1%. All costs should be discussed and agreed with upfront.

How do I find an IFA I can trust?

Look for a ‘Chartered’ and or ‘Independent’ financial adviser. Chartered status means that the individual has gone above and beyond the required level to provide advice. Similarly, a firm with the Chartered status has a stringent code of ethics they must follow. An ‘Independent Financial Adviser’ has access to the whole market of products rather than being tied to just a select few. Any legitimate IFA will be regulated by the Financial Conduct Authority.

CHARTERED STATUS

TRUSTWORTHY | RELIABLE | PROFESSIONAL

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

NMA TOP 100

PROGRESSIVE | ETHICAL | ORIGINAL

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

 

VOUCHED FOR

EXPERT | ACCOUNTABLE | TECHNICAL.

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

Lewis Brownlee Financial Services © 2019 Lewis Brownlee Financial Services Limited. All rights reserved.
Authorised and Regulated by the Financial Conduct Authority. Registered in England company number 6597644
Telephone: 01243 767 469 | Email: hello@lewisbrownlee.co.uk |
Appledram Barns, Birdham Road, Chichester, PO20 7EQ£500-£2,000
Appledram Barns, Birdham Road, Chichester, West Sussex, PO20 7EQ, United Kingdom

Contact Us

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