TAX & TRUST PLANNING

You have worked hard, hold onto it...

TAX & TRUST PLANNING
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Not letting tax get you down…

Our accountancy background gives us a real advantage over most firms. With in-house tax and trust experts we are confidently able to offer advice on this complex area. Trusts can often provide a protective barrier against certain threats to your wealth, while tax, as you know, can be a huge drag on your money.

These factors are always taken into account during our financial planning and in most cases the benefits will far outweigh the cost of advice.

To see how our tax and trust planning advice could benefit you, please do give us a call on 01243 767469, or email us from our contact page. We’d be happy to help!

HAPPY CUSTOMERS

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

ADAM, WEST SUSSEX

A happy client…

Great and experienced adviser who knows his stuff. Technical and legal knowledge really helps us get to decisions fast on key issues.

PETER, WEST SUSSEX

A happy client…

I know if I have a query or require some advice, I can pick the phone up anytime. Extremely professional and trustworthy.

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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