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BH - Bournemouth

Charlwood Independent
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Lewis Innovative
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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
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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