Lewis Investment

Lewis Investment

Financial-Services

Industry Category
Financial-Services
Company Description

Lewis Investment is a premier financial services provider with a distinguished history dating back to 1987. With a focus on delivering exceptional value and tailored solutions, Lewis Investment specializes in helping clients achieve their financial goals through a unique and forward-looking approach. The company leverages its extensive experience to provide comprehensive advice and investment management services, ensuring clients are well-positioned to thrive in any economic climate.

Located at 41 Commercial Road, Poole, BH14 0HU, GB, Lewis Investment stands out for its commitment to real assets and conservative portfolio management. By combining a carefully selected number of stock market investment funds with diversification through well-managed property syndicates, Lewis Investment offers the potential for dependable, long-term returns. This common-sense approach to investment applies to a wide range of financial scenarios, including personal funds, trust funds, and pension wrappers.

Lewis Investment also provides comprehensive employee benefits consultancy to small and medium-sized enterprises (SMEs), further demonstrating its dedication to supporting businesses and individuals alike. Lewis Investment's proposition is designed to meet diverse financial objectives with confidence and clarity. We invite the management team at Lewis Investment to enhance your company's presence on our platform by creating a customized and exclusive company showcase and product listing.

Key Personnel / Employees
Tim Lewis Alan Eddie Howard Pearce FPFS Jo Morris

Compare Companies Side by Side

Compare Lewis Investment with 3 companies in Financial-Services

4 Companies
Comparison Field
Lewis Investment
Lewis Investment
Main Company
Protection & Investment (Romsey)
Protection & Investm...
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LiveMore Mortgages
LiveMore Mortgages
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Unividual Ltd: Financial Planning
Unividual Ltd: Finan...
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Founded Year
2018 2000
Company Size
2-10 11-50 11-50
City
Michelmersh, England LONDON  , England Bath, England
Country
United Kingdom
Skills & Keywords Comparing with main company
11 Total Skills
Financial Services Investment Management Pension Planning Tax Planning Property Syndicates Employee Benefits Wealth Management Mortgages Equity Release Independent Financial Advisers - Pension & tax planning advice • Investment management services • Corporate pension & employee benefits advice Workplace Pensions
8 Total 8 Unique
Unique Skills:
Business Protection Critical Illness Cover Group Life Cover Income Protection Investments Life Cover +2
6 Total 6 Unique
Unique Skills:
Interest Only Later Life Lending Retirement Interest Only Retirement Mortgages RIO Specialist Mortgage
15 Total 1 Common 14 Unique
Match 9%
Common Skills:
Wealth Management
Unique Skills:
Business Consultancy Business Structure Financial Advice Financial Planning Inheritance Investing +8
4
Total Companies
2000
Oldest Founded
1
Countries
39
Unique Skills

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Alternative Company Names

This company is also known as

Lewis Investment 刘易斯投资 लुईस इन्वेस्टमेंट لويس للاستثمار Lewis Investissement Льюис Инвестмент