ABOUT US
High Fliers... in everything we do.
ABOUT US
High Fliers... in everything
we do.
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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.

Our Promises

WE BELIEVE YOU DESERVE THE VERY BEST IN FINANCIAL PLANNING…

The hIghest standards

We blend a modern approach with traditional values. High standards & constant improvement are ingrained into our culture, which in turn protects the crucial work that goes into dealing with our client’s finances.

 

WILLINGNESS TO ADAPT

We will always strive to learn and improve. In an ever-moving industry, we endeavour to be flexible by adapting to changing technological, client and market needs through constant evolution and innovation.

PERSONAL ACCOUNTABILITY

We will stand behind our advice and be accountable for its suitability. As a highly qualified and regulated firm, we will not only comply but endeavour to exceed industry standards. 

HONOURING OUR WORD

We will be honest, open and transparent with clients and colleagues at all times. As a business we know that trust is the hardest thing to earn and that honesty is the best way we can obtain this.

Keeping it simple…

The world of financial jargon can be a confusing one; and we know that the systems and terminology surrounding financial planning can seem very daunting.

 We will aim to cut through the complexities to ensure you understand every decision and why it’s right for you. Ultimately, what’s important is whether or not you are on course to realise your financial goals – that’s all that really matters!

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 BarnettHoward RoeberChris PageAlex WelshZoe HarbertSteve BurnsLuke WalkerNicola JonesBen Griffiths

Ian Barnett

Director and Financial Adviser 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 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 and Financial Adviser 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 Adviser 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 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

Director and Financial Planner 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 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 and SEO Specialist 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 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!

JULIA, WEST SUSSEX

A happy client…

Lewis Brownlee understood my goals and gave an excellent personal service

STEVE, HAMPSHIRE

A happy client…

Clearly knowledgeable about the services and how they relate to my personal situations and investment objectives.

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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