Lewis Brownlee

We act on behalf of individuals, and indeed many generations of families, in looking after all aspects of your finances. The focal point of our relationship with you is you! and not financial products. We gain a detailed understanding of aspects of your goals, ambitions, hopes and dreams and then organise your finances in such a way as to make your future your reality. To achieve this we have a well proven process of advising you and creating investment solutions. We follow a systemised process but will create a financial strategy that is bespoke to your circumstances. As a client of Lewis Brownlee you become a client of our whole team, all focused on you and your family's future. Our expertise includes pension and retirement planning; investment management including unit trusts, ISAs and investment bonds and minimising the effects of Inheritance tax/death duties. Our aim is to ensure that you are helped to maximise your income, maximise the return on post-tax earnings and pay the minimum in taxation, both during your lifetime and on death. In addition we provide a specialised corporate service to employers and trustees covering employee benefits and trustee services.