ABOUT YOU
Pointing you in the right direction.
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Dear me...

If you could ask me, your 80 year old self, any questions, what they would be? Would you want to know what’s become of the world? How all the political and economic turmoil turned out? Or would you want to know what your investment returns were in any one year?

Chances are it would be none of these because you would want to know if your family were doing well, if you finally managed that road trip along Route 66, or saw how your granddaughter looked on her wedding day.

So my question to you, my younger self, is; why are you focussing on what is out of your control? I’d ask what you can do right now to make the rest of your life really count? So, if you want my advice;

Don’t work for so long. I wish I hadn’t been so concerned to work those few extra years to save more because I didn’t really need to. I should have seized the day and fulfilled some of those life-long dreams while I still had the chance…

Dare to dream bigger. I’d ask whether it’s worth taking more risks in all aspects of life. While I know this sounds scary when you’re talking about things like your retirement nest egg but the old adage of ‘no risk no reward’ is also often true.

Look out for your family. It’s the only one you have so take the time to get sound financial advice to make sure you ‘Pass it on.’ Then find contentment knowing that they will be able to live out their dreams because of you.

Finally, I’d tell you to ENJOY IT. ALL OF IT. You have time! Stop worrying so much and take a look around. You will miss it if you are stressing over the small stuff. Let others do the work for you so you can spend time with the people you love whilst doing things you love doing.

Life is a gift – so cherish every moment!

Me.

We understand…

So you see, after dealing with our clients for many years, we understand what questions play on your mind and we know what is important to you.

But the sad fact is that many people don’t take the time to seek the much-needed financial advice to find out how much is ‘enough,’ and how to go about putting together a sound financial plan.

You work hard all your life in order to build up your money. Doesn’t it then make sense to take a little time to make sure it’s nurtured, protected and, most of all, enjoyed?

 That’s where we come in…

Choosing an Adviser...

IT CAN BE DIFFICULT TO KNOW WHAT TO LOOK FOR, SO HERE’S A FEW THINGS TO “BEAR” IN MIND…

  • Look for shared values financial planning is a meeting of minds, so be sure to choose an adviser who shares your values.
  • Check their credentials. It sounds obvious but make sure your adviser has the professional qualifications to prove they know their stuff!
  • Make sure they have the experience in the services you require but are young enough to see you through. A long standing relationship and continuity are key for peace of mind. 
  • Ask to see feedback from previous clients. No Financial Adviser worth their salt will mind showing you what their other clients have to say about them.

Most importantly, make sure they genuinely have your best interests at heart!

HAPPY CUSTOMERS

WE LOVE TO HEAR WHAT OUR CLIENTS THINK ABOUT OUR FINANCIAL ADVICE…
THEY’RE ALWAYS SO HAPPY! 

WILLIAM, WEST SUSSEX

A happy client…

Keeps us up to date regularly, and because we are not financially minded, will always be happy to discuss money matters at our level.

CHRIS, WEST SUSSEX

A happy client…

Easy to understand, not pushy with a wealth of knowledge covering all aspects of investment/planning.

Whether  yours  is a
frothy latte, a  flat white,
or a nice cup of tea,
we’re here
to chat…

Why not give us a call on 01243 767469, or email us from our contact page, to see how our financial advice can help?

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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