All round assurance...
The wheel of fortune…
We believe that a strong ongoing relationship is vital to proper financial planning. After all, things change – so it’s important that your financial plan does too.
We regularly sit down to make sure that you are on top of your finances and that we are doing everything possible to mitigate tax and increase value.
It’s about discussing what is happening in your life, whether your circumstances have changed; and most importantly if you are on track to achieve your life goals.
Your plan will need to evolve with you as ‘change’ is the only certain thing in life.
To speak to us about our wealth management service, please do give us a call on 01243 767469, or email us from our contact page – we’d love to see how we can help!
“All of us are in like a little
WE LOVE TO HEAR FROM OUR CLIENTS ABOUT THEIR EXPERIENCE WITH US…
THEY’RE ALWAYS SO HAPPY!
ELIZABETH, WEST SUSSEX
A happy client…
Met with me face to face and not just on the telephone… He always replies to my emails and phone calls promptly and seems to understand my individual situation ~ rather than just administering a broad brush approach.
PETER, WEST SUSSEX
A happy client…
Offered top level advice and guidance in how to best structure my investment portfolio over recent years, and has also been especially helpful in conducting a pension fund transfer operation.
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