PUTTING “PEOPLE” INTO FINANCIAL PLANNING…
Let’s address the elephant in the room…. Financial Advisers (and the wider Financial Services industry for that matter) haven’t exactly covered themselves in glory over the years. Yes – we’re aware of the image of men in poorly fitting suits pushing ‘products’ for large commission payments! It’s a stigma that will probably linger for years to come.
In recent years, with legislation and improved knowledge, the industry has improved – but that’s not to say there aren’t still some unscrupulous IFA’s out there.
At Lewis Brownlee, we feel that we have a duty of care to drive up standards and provide true financial planning for our clients. We believe that it’s more than just a list of services. It’s about working with you as an individual to reach an understanding of what you want to get out of life. Only then can we go about planning to achieve it.
A “good” financial plan can provide the platform from where you can go and live your best life. It should factor in all of your circumstances, assets, needs and life goals, while offering peace of mind that your finances are constantly being reviewed and kept on track.
The trust we have from our clients has been earned by establishing ourselves as an honest and ethical firm with a charging structure to match. We pride ourselves on acting, at all times, with the highest levels of professionalism and integrity, while keeping your goals and interests at the centre of what we do.
Proud to be Chartered...
We’re proud of our company’s Chartered status as it is the gold standard of the financial services industry. Less than 15% of UK firms hold this accreditation, which demonstrates our professional commitment to delivering the highest quality of advice in an ethical manner. A number of our financial planners have also achieved the prestigious Chartered qualification.
WE LOVE TO HEAR FROM OUR CLIENTS ABOUT THEIR EXPERIENCE WITH US…
THEY’RE ALWAYS SO HAPPY!
JULIA, WEST SUSSEX
A happy client…
Lewis Brownlee understood my goals and gave an excellent personal service
A happy client…
Clearly knowledgeable about the services and how they relate to my personal situations and investment objectives.
Authorised and Regulated by the Financial Conduct Authority. Registered in England company number 6597644
Telephone: 01243 767 469 | Email: firstname.lastname@example.org | www.lewisbrownleefinancial.co.uk
Appledram Barns, Birdham Road, Chichester, PO20 7EQ£500-£2,000