Lewis Investment

Independent Financial Adviser  41 Commercial Road, Poole, Dorset, BH14 0HU
First meeting at adviser's own cost
Established in 1987, we have a unique proposition that has been developed to reduce risk for clients.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Buy my next home
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Buy to let
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Buying first home
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Equity release
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Self-employed mortgages
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Wealth management
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ISA / Unit Trusts / OEICs
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Investing for income
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OEICs
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Unit trusts
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Estate planning
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Stockbroking services
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 25th May 2020
Meet our advisers
Simon Warner DipPFS
Financial Adviser
Kristan Ward DipPFS
Financial Adviser
Nicola Farrar DipPFS
Financial Adviser
Lee van Hoyland DipPFS
Financial Adviser
Matthew Piggin DipPFS
Financial Adviser
Alan Douglas Eddie DipPFS
Financial Adviser
Timothy Guy Lewis DipPFS
Managing Director
About us

With seven very experienced advisers providing a comprehensive professional service to corporate and personal clients. Specialising in Investments, Pensions, (including self administered schemes and property purchase), Life Assurance and Mortgages, clients can deal with us in our offices in Lower Parkstone, in their home, or via the Web. The first consultation is free. We are proud of our reputation for fair dealing.
Additionally our dedicated department provides auto enrolment schemes for companies large and small. We already provide schemes for some of the most established companies in the South.

Our services

Why Lewis?
We have a clear common sense approach to investment.
We look at an investors specific goals and ambitions.
We provide a personal report with our professional recommendations including:
• Asset allocation
• Product allocation (how much of your money should be put in what investment vehicle).
• Tax efficiency (ensuring that you make the most of your tax saving opportunities).
• Future financial benefit strategy (making the most of your income or capital withdrawals in the future).

This together with our unique investment proposition has allowed us to succeed and thrive from inception to present day.

Where to find us
Head office address: 41 Commercial Road, Poole, Dorset, BH14 0HU
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 25th May 2020

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