Investment Advice

Lewis Smith & Co. are regulated by the Chartered Institute of Certified Accountants to conduct a range of exempt regulated investment business activities.

Working alongside reputable local firms of Independent Financial Advisers we are able to help with such aspects as:

  • Pensions
  • Life Assurances
  • Mortgages and Loans
  • Insurance
  • Health Insurance
  • Keyman Policies
  • Investment Portfolios

We see this as part of giving all clients a complete service.