Established in 2001 as the financial planning division of Lewis Brownlee Chartered Accountants, Lewis Brownlee Financial Services Limited provides independent, holistic financial planning and wealth management services. The firm is dedicated to helping individuals, families, and businesses achieve their financial goals through personalized advice on investments, pensions, retirement planning, inheritance tax, and financial protection. They emphasize building long-term client relationships based on trust and a comprehensive understanding of their clients' financial situations. The company is authorised and regulated by the Financial Conduct Authority (FCA).

Founded in

United Kingdom