Lewis Harmer Financial Planning Services

Lewis Harmer Financial Planning Services

We are a small firm of Independent Financial Advisers, who provide comprehensive advice on all aspects of financial planning. We offer advice and services to individuals, businesses and trustees.We have considerable knowledge and more than 15 years’ experience in the financial industry, which we use to your advantage. Over the years, we have helped many clients to achieve their goals.We comply with strict FSA guidelines, which require us to provide advice most suited to your personal requirements, affordability and your risk profile. We have professional indemnity insurance in place; and we are registered under both the Consumer Credit Act 1974 and the Data Protection Act 1998. We hold all relevant licences.

8453299024
The CottageChelworth Manor
Chelworth
Gloucestershire
SN16 9SF
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OUR SERVICES INCLUDE: Pensions & Retirement PlanningInvestments & Wealth ManagementInheritance Tax PlanningCorporate ServicesMortgages & Re-mortgagesProtection
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