Business Details
39 Years
experience
Trusted Financial Advisers in Poole
Lewis Investment has been delivering independent financial advice since 1987, combining decades of expertise with a client-centric approach to wealth management. Our team of experienced advisers specialises in creating tailored investment strategies that integrate Preferred Funds and Commercial Property Investments, ensuring clients benefit from diversified portfolios aligned with their risk profiles and long-term goals. Regulated by the Financial Conduct Authority, we prioritise proactive guidance and transparent communication, helping individuals and charitable institutions navigate complex financial landscapes.With a focus on sustainable wealth creation and retirement planning, we leverage our deep market knowledge to provide actionable insights that adapt to evolving economic conditions. Our commitment to excellence extends to employee benefits solutions and bespoke mortgage advisory services, supporting clients across multiple financial domains. Through regular portfolio reviews and performance analysis, we maintain accountability and ensure our clients' financial plans remain resilient and future-proof.
Services
Financial Advice
Investment Options
Commercial Property
Employee Benefits
Mortgages
Retirement Planning
Later Life Solutions
ESG Investing
Pension Trust
Wealth Management
Details
- Year established: 1987
Highlights and features
- We offer over 30 years of experience in independent financial advice.
- Our FCA regulation ensures adherence to rigorous professional standards.
- We specialise in bespoke investment strategies combining funds and commercial property.
- Our team provides tailored solutions for both individual and charitable clients.
- We deliver transparent, proactive guidance with regular portfolio performance reviews.
Associations and certifications
- Financial Conduct Authority
What people say
Invaluable support
Prompt access to treatment
Reduced my workload
Perfect new home
Excellent guidance
Services
Financial Advice
Our financial advice service provides tailored strategies for wealth accumulation and protection. We assess individual risk profiles and long-term goals to create diversified investment portfolios combining stock market funds and commercial property. With a focus on tax-efficient solutions like ISAs and pension planning, we help clients navigate complex financial decisions while maintaining regulatory compliance. Our ongoing reviews ensure strategies adapt to changing market conditions and personal circumstances.
Commercial Property
Commercial property investments are facilitated through pension syndicates and property clubs, offering balanced portfolios with existing tenants and long leases. We provide options for immediate income through rental shares or deferred income via mortgage repayment structures. This asset class complements stock market investments, aiming to deliver stable returns in low-interest environments while maintaining capital value through real asset ownership.
Retirement Solutions
Our retirement solutions combine multi-asset investments to generate sustainable income streams while preserving capital. We specialise in navigating pension freedoms and annuity options, balancing commercial property and stock market funds to achieve approximately 5% annual income. The service includes regular reviews to adjust strategies as clients approach and enter retirement, ensuring financial security throughout their later years.
Employee Benefits
We design comprehensive employee benefit packages including private medical insurance, health cash plans, and income protection. Our Lewis Workplace Pension Trust provides auto-enrolment solutions, while our dedicated team helps businesses implement benefits that enhance work-life balance and employee wellbeing. Services are tailored to reduce employer workloads while meeting regulatory requirements and improving staff retention.
Mortgage Advisory
Our mortgage advisory service offers access to the entire market, including specialist loans exceeding 1 million and private funding options. We provide bespoke solutions for first-time buyers, remortgaging, and buy-to-let investors, focusing on minimising stress through transparent processes. The service includes whole-of-market analysis to identify optimal financing structures while ensuring clients understand repossession risks associated with mortgage defaults.
People
Tim Lewis
Managing Director
Tim Lewis founded Lewis Investment in 1987, bringing over 35 years of financial services experience. He leads the advisory team in developing client-centric investment strategies while maintaining FCA regulatory compliance. His expertise spans wealth management, pension planning, and commercial property investments.
Questions
What investment options do you offer?
We provide diversified portfolios combining stock market funds and commercial property investments, tailored to your risk profile and financial goals.
How can employee benefits help my business?
Our bespoke packages improve staff wellbeing and retention while reducing employer workloads through solutions like private medical insurance and workplace pensions.
What retirement planning services do you provide?
We create sustainable income strategies using multi-asset investments, pension freedoms guidance, and regular portfolio reviews to ensure long-term financial security.
Are your financial advisers regulated?
Yes, we are authorised and regulated by the Financial Conduct Authority (FRN 143646) for all our advisory services.
Do you offer mortgage advice?
We provide whole-of-market mortgage advice including first-time buyer schemes, remortgaging, and specialist loans over £1 million.
How do commercial property investments work?
We facilitate property syndicates allowing fractional ownership with existing tenants, offering income through rental shares or mortgage repayment structures.
Reviews (1)
Dave Payne
Dec 13, 2019
Report
My wife and I have been using Lewis Investment for about 15 years for Pension Planning and Property Syndicate Investments. Their friendly, thorough, professional advice has proven invaluable. Tim Lewis and the entire team always go that extra mile and cannot be commended highly enough for their tireless services.
