Our ethos
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.
OUR TEAM
See… we laugh and we smile… we are just normal people with extraordinary talents
Ian Barnett
DIRECTOR
FPFS, CHARTERED FINANCIAL PLANNER
Ian joined the firm in 2009 and became a director in 2010. Ian has over 20 years experience in the financial services industry which includes periods with Grant Thornton and Deloitte. This experience allied with his Chartered status helps him give confidence and perspective to his clients.
Howard Roeber
PLATFORM SPECIALIST
BSC CERTPFS CERTII(FS)
Howard, a Maths graduate from Portsmouth university, joined the firm in 2010 as a paraplanner. His expertise lies with the operation and day to day running of the firms wealth management platform, this vital role supports both advisers and client alike. Howard's attention to detail and great empathy lead to much appreciation by our clients.
Chris Page
DIRECTOR
DIPPFS, PENSION TRANSFER SPECIALIST
Chris is an experienced financial services professional who started with the business in 2013. Before joining us he worked as a Director of a specialist financial planning firm, where he advised professional football and rugby players. Although a Director of the company, his main duty is still very much looking after his valued clients and he especially enjoys creating new financial plans.
Alex Welsh
FINANCIAL PLANNER
APFS, CHARTERED FINANCIAL PLANNER
Alex has worked in the financial sector from a young age and joined Lewis Brownlee in 2012 with several years’ industry experience. Alex’s knowledge and experience allow him to advise clients on all areas of financial planning, whilst providing technical support to other members of the team. He is committed to increasing his expertise and has recently achieved Chartered Financial Planner status.
Zoe Harbert
PARAPLANNER
BSC (HONS), DIPPFS
Zoe has worked in the financial sector for over 10 years and is the newest member of the team. Zoe joins us from Coutts where she worked alongside the director of wealth management for Sussex & Hampshire. Zoe’s main role at Lewis Brownlee is to assist the advisory team with technical support and in the preparing of financial plans and Reports. Zoe holds a Diploma in financial planning and is currently working towards Chartered Financial Planner status.
Steve Burns
MANAGING DIRECTOR
APFS, CHARTERED FINANCIAL PLANNER
Steve has been with the business for over 20 years and retains many client relationships established at that time and in most cases working alongside the next generation. Steve has the ability to explain complicated financial concepts in simple terms, which has seen him contribute to local and national press as well as appear on television.
Luke Walker
FINANCIAL PLANNING ADMINISTRATOR
Luke joined us in 2017 and comes with over 10 years experience working for both providers and advisers. Having previously worked for Bellpenny, Axa Wealth, Elevate and Winterthur Life, Luke is now channelling his energies into the 'Adviser' side and hopes to become a Paraplanner in the not too distant future.
Nicola Jones
MARKETING, CONTENT & SEO SPECIALIST
BA (Hons), M.A. English
Nicky joined us in January 2019 and comes to us with a background in the Publishing Industry. Having worked for the global publishers, Wileys for over 7 years, and rising to be a Senior Manager at the firm, Nicky has extensive experience in digital content editing. With a Masters Degree in English, Nicky has joined the team at an exciting time to further enhance the firm's brand awareness.
Ben Griffiths
FINANCIAL PLANNER
BSc (Econ) DipPFS Cert CII(MP)
Ben has worked in financial planning since graduating from University College London with a joint honours in Economics and Geography. Originally working as a financial planner in Suffolk and London, Ben has relocated to Hampshire and is now providing trusted financial advice to individuals throughout the South.
HAPPY CUSTOMERS
WE LOVE TO HEAR FROM OUR CLIENTS ABOUT THEIR EXPERIENCE WITH US…
THEY’RE ALWAYS SO HAPPY!
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
financial 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