Lewis Wealth Management Ltd was established in 2013, when its Director Neil Lewis accepted an invitation to join St. James's Place Wealth Management. Prior to this, Neil was operating as a Partner in an IFA practice for nine years.
We take away the frustrations of financial planning. We offer an approachable, friendly team that provides both personal attention and over 29 years of combined experience to meet all your financial goals.
It is fundamental that we get to know our clients well - and they get to know us – so that we are able to work together and forge long-term relationships built on mutual trust and understanding.
We have the knowledge and experience that you need to be confident that your business is in safe hands.
Our expertise covers the broad spectrum of financial planning and will try to help you to:
- Grow wealth, specifically through our distinctive approach to investment management;
- Understand your options when funding for Later Life
- Preserve assets for long-term financial security;
- Work together towards satisfying all your financial goals.
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and the value can therefore go down as well as up. You may get back less than the amount invested.