Estate Planning
Estate Planning
Keeping your assets safe, come what may....
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Resting in peace…

Estate planning is the process of preparing for end-of-life issues, planning for what will happen after your death, and taking control over your legacy.

It’s also not something that is an exclusive concern of the elderly. If you have assets to protect, family to provide for, or concerns about what will happen to you if you become disabled, seriously injured, or sick, you should make a plan.

Often, the topics covered within Estate Planning are things we would rather not think about, but planning for such events 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.

HAPPY CUSTOMERS

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

WILLIAM, WEST SUSSEX

A happy client…

Keeps us up to date regularly, and because we are not Financially minded, will always be happy to discuss money matters at our level

CHRIS, WEST SUSSEX

A happy client…

Easy to understand, not pushy with a wealth of knowledge covering all aspects of investment/planning.

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 advisors 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

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