Lewis Innovative Investment
Investment Company in Poole, Dorset
We have six advisers, many of them specialise in particular areas. This enables us to operate a staff approach which means that personal customers may see more than one adviser ensuring that all areas of in-depth expertise are ready to them. Our advisers are expanding their knowledge through further training and examinations and this naturally passes through to the professionalism of their advice. One of our advisers is already close to achieving Chartered status.
Contact Details
From Website
Lewis Innovative Investment
read moreFor 30 years we at Lewis' have been providing independent financial advice to our clients, the majority of whom favour and benefit from ongoing and proactive guidance and advice from one of our experienced advisers. We believe our unique common sense proposition builds wealth for our clients using a combination of Preferred Funds and Commercial Property Investments.
About Us
read moreEnvironmental, Social & Governance (ESG) sets principles for industry on how they conduct themselves and allows you, the investor, to judge them by their own standards, policies and procedures. It's so much more than just climate change; it incorporates how they treat their people, their supply chain and diversify their board and decision making. Exploring our individual responsibility to attempt to mitigate the result of human activity is inevitable. We believe investing in sustainable growth and positive social change will, in time, become integral to future investment.
Retirement Planning
read moreOften, it's difficult to determine what decisions to make now, which fit within your budget, to ensure you have sufficient income in retirement. It's no secret that the sooner you start to save the better but it's a difficult choice with so many other demands on your income. In our 20s, 30s, 40s and even maybe 50s, retirement may seem a long way off and other priorities take precedence. We believe choosing to plan for retirement is a critical life decision; one you will not regret when the time comes.
Financial Advice
read moreLewis' offer a complete investment service. Whether you are just starting out on your journey to plan for your long-term goals or entering a well-deserved retirement, we will work with you to help you achieve your goals, protect your lifestyle and continually look for new opportunities to grow your wealth. If you need to protect your wealth, your family and your future against the unexpected turns in life we can offer a range of insurance options to help you stay on track and achieve your goals.