Established in 1992, The Lewis Group is an independent financial advisory and wealth management firm based in the UK. As Chartered Financial Planners, they provide a holistic range of services including investment management, retirement planning, inheritance tax planning, and financial protection for private clients, families, trusts, and charities. The company focuses on building long-term relationships and creating bespoke financial plans to help clients achieve their financial goals. It is authorised and regulated by the Financial Conduct Authority (FCA).

Founded in

United States