Investment Advice

Making the Right Decision

Lewis Smith & Co. are regulated by the ACCA to conduct a range of exempt regulated business activities to include:

  • Investment Business
  • Mortgages
  • Long Term Care
  • Insurance Mediation Advice
  • General Advice

As well as this we have a wide range of regulated professional contacts, such as IFA’s and Insurance Brokers, who specialise with investment products and services including:

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

Our ability to work closely with such professionals means that we can ensure our clients  obtain a complete service. This is very important when you need to make plans for expansion, sale or passing on your business.

Call 01384 235549 or email info@lewissmith.com for a confidential discussion on your investment needs.