Business Details
39 Years
experience
Trusted Financial Advisers in Poole, Dorset
Established in 1987, Lewis Investment has been delivering independent financial advice for over three decades. Our approach combines practical expertise with tailored investment strategies, focusing on Preferred Funds and Commercial Property to build client wealth. With a team of experienced advisers, we provide proactive guidance across financial planning, pensions, and retirement solutions. Our commitment to client-centric service is reflected in our long-standing relationships and testimonials from satisfied clients. We prioritise transparency, regulatory compliance, and continuous review of investment portfolios to align with evolving client needs.Our expertise extends to commercial property syndicates, employee benefits, and mortgage solutions, ensuring comprehensive financial support. Recognised by the Financial Conduct Authority, we maintain rigorous standards of professionalism and ethical practice. Through regular reviews and market analysis, we adapt strategies to maximise returns while managing risk. Our dedication to innovation and client education empowers informed decision-making, supporting both individual and institutional clients in achieving their financial objectives.
Services
Financial Advice
Investment Options
Commercial Property
Employee Benefits
Mortgages
Retirement Planning
Later Life Solutions
Details
- Year established: 1987
Highlights and features
- We have over 30 years of experience in independent financial advice.
- Our team provides bespoke investment strategies tailored to individual needs.
- We offer access to commercial property syndicates for diversified portfolios.
- Our advisers are authorised and regulated by the Financial Conduct Authority.
- We maintain long-term client relationships through transparent communication and regular reviews.
Associations and certifications
- Financial Conduct Authority
What people say
Proactive guidance
Bespoke investment strategies
Helpful mortgage support
Transparent communication
Successful retirement plans
Services
Financial Advice
Our financial advice service provides tailored strategies for individuals and businesses. We assess your financial goals, risk tolerance, and current assets to create comprehensive plans covering investments, pensions, and tax-efficient solutions. With ongoing reviews and market analysis, we ensure your portfolio adapts to changing circumstances while maintaining regulatory compliance and transparency.
Commercial Property
Commercial property investment solutions enable diversified portfolios through syndicates and pension funds. We facilitate access to pre-vetted properties with existing tenants, offering income generation or capital growth options. Our approach combines property investments with stock market funds to balance risk and returns, supported by detailed market analysis and performance tracking.
Retirement Planning
Our retirement planning service creates sustainable income streams using multi-asset strategies. We develop customised plans combining pensions, commercial property, and stock market investments to ensure financial security during retirement. The service includes regular reviews, tax-efficient withdrawals, and inheritance planning while maintaining capital value against inflation.
Employee Benefits
Employee benefits packages include private medical insurance, income protection, and pension trust management. We help businesses design competitive benefit schemes that enhance employee wellbeing and reduce absenteeism. Our solutions cover auto-enrolment pensions, health cash plans, and critical illness coverage tailored to organisational needs.
Mortgages
Mortgage advisory services cover first-time purchases, remortgaging, and buy-to-let investments. We provide access to the entire market, including specialist loans over 1 million and private funding options. Our approach focuses on securing competitive rates while ensuring affordability assessments and long-term financial planning considerations.
People
Tim Lewis
Managing Director
Tim Lewis founded Lewis Investment in 1987 and leads the team of financial advisers. With over 30 years' experience, he specialises in investment strategy and retirement planning, maintaining a client-focused approach to wealth management and regulatory compliance.
Kristan Ward
Charity Specialist
Kristan Ward manages charitable institution advisory services, providing free initial investment reviews and bespoke solutions. With expertise in ESG investing and charity compliance, Kristan ensures tailored financial strategies that align with organisational objectives and responsible investment guidelines.
Questions
What financial services do you specialise in?
We specialise in pensions, investment management, retirement planning, commercial property syndicates, and employee benefits.
How do you tailor investment strategies?
We assess your risk profile, financial goals, and circumstances to create bespoke portfolios combining stock market funds and commercial property investments.
Can you help with workplace pensions?
Yes, we operate The Lewis Workplace Pension Trust and provide auto-enrolment solutions for businesses of all sizes.
Do you offer mortgage advice?
We provide comprehensive mortgage advice including first-time purchases, remortgaging, and specialist loans over £1 million.
How are investments monitored?
We conduct regular reviews, market analysis, and performance tracking to ensure portfolios remain aligned with your objectives and risk tolerance.
