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.
Compare Lewis Investment with 3 companies in Financial-Services
| Comparison Field |
Lewis InvestmentMain Company |
Protection & Investm...View Profile |
LiveMore MortgagesView Profile |
Unividual Ltd: Finan...View Profile |
|---|---|---|---|---|
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Founded Year
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— | 2018 | 2000 | |
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Company Size
|
— | 2-10 | 11-50 | 11-50 |
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City
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Michelmersh, England | LONDON , England | Bath, England | |
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Country
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United Kingdom | |||
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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
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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
|
Other organizations in the same industry
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