lewisbrownleefinancial.co.uk
Our People - Lewis Brownlee Financial Services
http://www.lewisbrownleefinancial.co.uk/our-people
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. Steve is married with two children and plays squash for his local club. APFS, Chartered Financial Planner. APFS, Chartered Financial Planner. Alex has worked in the f...
lewisbrownleefinancial.co.uk
The Planning Process - Lewis Brownlee Financial Services
http://www.lewisbrownleefinancial.co.uk/the-planning-process
We believe that financial planning is about helping you identify, achieve and maintain your desired lifestyle while ensuring piece of mind. Our comprehensive process is designed to deliver a personalised plan to set you on your journey. Lewis Brownlee Financial Services follow a carefully designed financial planning process so that you know exactly what is happening at each of its six steps. William, West Sussex. Ldquo;Lewis Brownlee understood my goals and gave an excellent personal service.”. The value...
lewisbrownleefinancial.co.uk
Our Services - Lewis Brownlee Financial Services
http://www.lewisbrownleefinancial.co.uk/our-services
At Lewis Brownlee we cover all the traditional areas of financial planning as you might expect, however we don’t believe its as simple as choosing a service. Instead its about people and what they want to achieve with their finances. Uncertainty can be the biggest fear to overcome and no doubt you will have asked yourselves questions such as;. Am I in danger of running out of money? What level of investment return do I need to achieve my objectives? When will I be able to afford to retire? We have been h...
lewisbrownleefinancial.co.uk
About Us - Lewis Brownlee Financial Services
http://www.lewisbrownleefinancial.co.uk/about-us
About Lewis Brownlee Financial. Since its formation in 1990, Lewis Brownlee has been situated in the historical city of Chichester. In this time we have grown into a leading professional services firm which serves and supports the surrounding community. By combining our accountancy and financial planning expertise we are able to deliver a comprehensive service to our clients. Marilyn, West Sussex. Ldquo;Lewis Brownlee understood my goals and gave an excellent personal service”. Julia, West Sussex. We wil...
lewisbrownleefinancial.co.uk
Home - Lewis Brownlee Financial Services
http://www.lewisbrownleefinancial.co.uk/home
With so many choices , discover how we can plan your future. How to ensure it stays with the ones you care most about. Professional knowledge to make your money work harder. Providing in-house strategic planning. General accountancy, tax and audit services for you or your business. Established more than 25 years ago, Lewis Brownlee Financial Services is an independent financial advisory practice associated with one of the leading chartered accountants in the Chichester area. Tax and Trusts Planning.
lewisbrownleefinancial.co.uk
The Investment Process - Lewis Brownlee Financial Services
http://www.lewisbrownleefinancial.co.uk/the-investment-process
We value our independent status and as such our judgement is not clouded by any commercial ties. We have access to extensive research facilities and have developed a number of key investment partnerships, all of which we will draw upon when building a portfolio for you. The diagram below shows the sequence of decisions used to build a solution that meets your objectives. Ldquo;Easy to understand, not pushy with a wealth of knowledge covering all aspects of investment/planning.”. Chris, West Sussex. By ut...
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