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Independent Financial Advisor (IFA) in Poole, Dorset

Lewis Innovative Investment

Address: 41 Commercial Road, Poole, Dorset BH14 0HU
Telephone: (01202) 718400
Fax: (01202) 718810
E-mail: action@lewisinvestment.co.uk
Visit our Web Site: www.lewisinvestment.co.uk

Contact: Tim Lewis

General information

Lewis Innovative Investment is an Independent Financial Advisery Practice in Poole, Dorset providing a professional, high quality, innovative service in the following areas:

Investments and Savings
Tax and Trust
Estate Planning and Wealth Management
Pensions
Life Assurance
Residential Mortgages

As Independent Financial Advisers it is our objective to provide clients with the best opportunities to meet their investment, pensions and other financial planning needs.

Lewis Innovative Investment believes in dedicated customer care, innovative and proactive advice, enabling our clients to build their personal wealth.

PRIVATE CLIENTS	CORPORATE CLIENTS
Lump Sum Investments Regular Savings Plans Retirement Planning Holiday Home Solutions Critical Illness Life Cover Mortgages Inheritance Tax Planning Syndicated Property Specialists SIPP/SASS Specialists	Executive Pensions Stakeholder Pensions Group Personal Pensions Group Income Protection Group Life Cover Group Critical Illness Partnership Protection Share Protection Wealth Management Tax mitigation

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