Lewis Brownlee Financial Services Ltd
Appledram Barns
Birdham Rd
Chichester
West Sussex
PO20 7EQ
Lewis Brownlee Financial Services is a leading firm of independent financial advisers (IFA) in Chichester and the surrounding area. With Chartered Financial Adviser status, we have a firm company ethos of 'putting people into financial planning.'
We offer investment advice, mortgage brokering, life assurance, pension planning, tax & trust planning, savings & ISA advice, critical illness cover and wealth management from our offices in Chichester, London, Whiteley and Midhurst, plus via Zoom / Teams with online meetings.
Our clients can expect a modern approach to financial planning that keeps them and their needs firmly at the centre of our processes and the financial advice we give.
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An Appointed Representative (AR) is a firm or person who runs regulated activities and acts as an agent for a firm we directly authorise. This firm is known as the ARs 'principal'.
There must be a written contract between the principal and the AR documenting the arrangement
The principal takes full responsibility for ensuring that the AR complies with FCA rules.
Principal firms make sufficient checks on the firm or individual to ensure they are financially stable and competent.