Glen Finlay

Accounts Administrator at Lewis Investment - Poole, ENG, UK

Glen Finlay's Contact Details
HQ
Location
Poole, England, United Kingdom
Company
Lewis Investment
Glen Finlay's Company Details
Lewis Investment logo, Lewis Investment contact details

Lewis Investment

Poole, ENG, UK • 20 - 49 Employees
Financial Services

There are many independent financial advisers, but few offer a unique approach to you and your finances. Providing advice since 1987, we are able to offer our clients a breadth of experience, but also a forward looking approach - no matter what the conditions.Lewis tends to focus on the attainment of income from investments either now or to be achieved at a specific point in the future. Our property syndicates have proven to be an excellent tool and form part of our recommended portfolio.Our proposition is unique. We believe that most people are best served with a conservative portfolio of real assets. A strong combination of a small, but refined number of stockmarket investment funds, together with diversification through our well managed property syndicates, provides the potential for longer term dependable returns not offered elsewhere.We are confident that we can meet most objectives through this combination. We use a common sense approach to investment and this applies whether the money is your own, in a trust fund or in a pension wrapper.Lewis also offers comprehensive employee benefits consultancy to small and medium sized enterprises (SMEs)

Independent Financial Advisers - Pension and tax planning advice • Investment management services • Corporate pension and employee benefits advice Equity Release Workplace Pensions Mortgages
Details about Lewis Investment
Frequently Asked Questions about Glen Finlay
Glen Finlay currently works for Lewis Investment.
Glen Finlay's role at Lewis Investment is Accounts Administrator.
Glen Finlay's email address is ***@lewisinvestment.co.uk. To view Glen Finlay's full email address, please signup to ConnectPlex.
Glen Finlay works in the Financial Services industry.
Glen Finlay's colleagues at Lewis Investment are Annabel Donne, Alastair Warwick-Smith, Martina Hedges, Derrick Lewis, Cindy Slade, Simon Warner, Alan Eddie and others.
Glen Finlay's phone number is
See more information about Glen Finlay