For 29 years we have been providing proactive advice to our clients. We are directly authorised and regulated by the Financial Conduct Authority. We have our own unique proposition and I would encourage you to click on the video section to hear my summary of this.
If you are an existing client please click on to our 'Client Portal' green tab and this will allow you to see all areas of your account with us, including current valuations and previous documents.
If you are interested in our services then this site is designed to give you a flavour of the proactive ways that we advise our clients and the performances of our investments.
The majority of our clients benefit and favour proactive guidance and work with one of our advisers on an ongoing basis.
However, some clients feel confident to make their own decisions and they are charged reduced fees through our 'Self Service' portal, which is becoming increasingly popular. For a full description of these services with the ability to 'get started' straight away, please click on the light blue tab 'Lewis Self Service' on the right hand side of this page.
Our sister company, Lewis Capital Management Ltd, is the investment adviser on a discretionary basis to unique funds that we have set up and listed on the Guernsey Stock Exchange. These funds are designed for high net worth or professional investors and institutions. For a full description of these services, please click on the purple tab 'Lewis Capital Management' on the right hand side of this page.
Thank you for your interest in this company and we look forward to working with you over many years.
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