Everything crystal clear.
life will take you.
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.
IF you’d like some clear-cut financial planning advice, please do GET IN TOUCH…
Monday - Friday 8.30am - 5.00pm
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.
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.
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.
Authorised and Regulated by the Financial Conduct Authority. Registered in England company number 6597644
Telephone: 01243 767 469 Email: email@example.com | www.lewisbrownleefinancial.co.uk
Appledram Barns, Birdham Road, Chichester, PO20 7EQ £500-£2,000