Business Details
39 Years
experience
Trusted Financial Advisers in Poole, Dorset
Lewis Investment has been delivering independent financial advice since 1987, specialising in tailored investment strategies and retirement planning. Our approach combines Preferred Funds with Commercial Property Investments to build sustainable wealth for clients. With a team of experienced advisers, we provide proactive guidance across financial planning, pensions, and employee benefits. Regulated by the Financial Conduct Authority, we prioritise client-centric solutions and ESG-compliant portfolios. Our services cater to individuals and businesses seeking long-term financial security, supported by a commitment to transparency and ongoing portfolio reviews. 
Services
Financial Advice
Investment Options
Commercial Property
Employee Benefits
Mortgages
Retirement Planning
Later Life Solutions
Pension Trust Services
Details
- Year established: 1987
Highlights and features
- We offer 30+ years of independent financial advisory expertise.
- Our bespoke investment strategies combine stock market funds with commercial property.
- We provide ESG-compliant portfolio options for responsible investing.
- Our team includes certified financial advisers with proactive client support.
- We guarantee transparent fee structures and regular portfolio reviews.
Associations and certifications
- Financial Conduct Authority
What people say
Invaluable help
Excellent service
Successful mortgage process
Proactive guidance
Tailored solutions
Services
Financial Advice
Our financial advisory service provides tailored guidance for long-term wealth creation. We assess individual goals, risk tolerance, and financial circumstances to develop comprehensive strategies. Clients benefit from ongoing portfolio management and market expertise.
Commercial Property
We facilitate commercial property investments through pension syndicates and property clubs. This approach provides diversified real estate exposure with income generation potential while mitigating individual investment risks through pooled resources.
Retirement Planning
Our retirement planning service combines stock market funds with commercial property investments to create sustainable income streams. We focus on tax-efficient solutions and regular portfolio reviews to ensure long-term financial security.
Employee Benefits
We design bespoke employee benefit packages including private medical insurance, income protection, and workplace pensions. Our solutions enhance employee wellbeing while helping businesses attract and retain talent through competitive benefit offerings.
Mortgage Solutions
We offer tailored mortgage advice for first-time buyers, remortgaging, and property investors. Our services include access to the full mortgage market, specialist loans, and private funding options with a focus on long-term affordability.
People
Tim Lewis
Managing Director
With over 30 years in financial services, Tim established Lewis Investment in 1987. He oversees strategic direction and investment philosophy, ensuring clients receive expert guidance through market cycles while maintaining fiduciary responsibility.
Kristan Ward
Charity Services Lead
Kristan specialises in charitable institution investments, providing trustees with bespoke advisory services. With expertise in ESG portfolios and risk management, she helps charities optimise their investment strategies while aligning with organisational objectives.
Questions
What financial services do you offer?
We provide financial advice, investment management, retirement planning, commercial property investments, employee benefits, and mortgage solutions tailored to individual and business needs.
How do you approach retirement planning?
Our retirement planning combines stock market funds and commercial property investments to create sustainable income streams, with regular reviews to adapt to changing circumstances.
Are your investment options ESG-compliant?
Yes, we offer Environmental, Social, and Governance (ESG)-compliant portfolios tailored to client preferences for responsible investing.
Do you provide employee benefits advice?
We specialise in workplace pensions, private medical insurance, income protection, and custom employee benefit packages for businesses.
How are investment risks managed?
We use diversified portfolios with preferred funds and commercial property syndicates, tailored to individual risk profiles and reviewed regularly for optimal performance.
