SAVINGS & INVESTMENTS
Leading providers. Independent research. Proven performance.
SAVINGS & INVESTMENTS
Leading providers. Independent Research. Winning performance.
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Planning ahead…

   We have been helping clients structure their savings and investments for nearly 30 years now. So we know that everyone’s situation is different.  Most importantly, we know that it’s all about understanding what you want to achieve, and how we can get you there.

We will explain complex terminology in simple terms. We will also produce a plan in plain and easy-to-understand language. As such, you can be clear about your decisions every step of the way. Furthermore,  our investment process is fully independent and makes sure your money is continuously monitored.

To see how our saving and investment advisers can help, please do give us a call on 01243 767469, or email us from our contact page – we’d be happy to hear from you!

The value of investments can fall as well as rise. You may not get back what you invest.

 

HAPPY CUSTOMERS

WE LOVE TO HEAR FROM OUR CLIENTS ABOUT OUR SAVINGS AND INVESTMENT ADVICE…
THEY’RE ALWAYS SO HAPPY! 

JULIA, WEST SUSSEX

A happy client…

Understood my goal and gave an excellent personal service.

ALISON, WEST SUSSEX

A happy client…

Great sense of humour and good personal skills.

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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