WEALTH MANAGEMENT
Continuous growth. All round assurance.
WEALTH MANAGEMENT

Continuous growth.
All round assurance...

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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 sail boat and it’s not the blowing of the wind that determines your destination. It’s the set of the sail.”
Jim Rohn

HAPPY CUSTOMERS

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. 

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 advisers are checked against
a stringent vetting process and reviewed and
vouched for directly by our clients.

Lewis Brownlee Financial Services © 2019 Lewis Brownlee Financial Services Limited. All rights reserved.
Authorised and Regulated by the Financial Conduct Authority. Registered in England company number 6597644
Telephone: 01243 767 469 | Email: hello@lewisbrownlee.co.uk |
Appledram Barns, Birdham Road, Chichester, PO20 7EQ£500-£2,000
Appledram Barns, Birdham Road, Chichester, West Sussex, PO20 7EQ, United Kingdom

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