Lewis Investment
Financial Services • 
Poole, England, United Kingdom • 21-50 Employees
Company overview
| Headquarters | 41 Commercial Road, Poole, BH14 0HU, GB |
| Phone number | +441202718400 |
| Website | |
| NAICS | 52 |
| Keywords | Mortgages, Workplace Pensions, Equity Release |
| Founded | 1987 |
| Employees | 21-50 |
| Socials |
Key Contact at Lewis Investment
Tim Lewis
Director
Lewis Investment Email Formats
Lewis Investment uses 3 email formats. The most common is {first initial}{last name} (e.g., jdoe@lewisinvestment.co.uk), used 66.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@lewisinvestment.co.uk | 66.7% |
{first name}{last name} | johndoe@lewisinvestment.co.uk | 27.3% |
{first name} | john@lewisinvestment.co.uk | 6.1% |
About Lewis Investment
There are many independent financial advisers, but few offer a unique approach to you and your finances. Providing advice since 1987, we are able to offer our clients a breadth of experience, but also a forward looking approach - no matter what the conditions. Lewis tends to focus on the attainment of income from investments either now or to be achieved at a specific point in the future. Our property syndicates have proven to be an excellent tool and form part of our recommended portfolio. Our proposition is unique. We believe that most people are best served with a conservative portfolio of real assets. A strong combination of a small, but refined number of stockmarket investment funds, together with diversification through our well managed property syndicates, provides the potential for longer term dependable returns not offered elsewhere. We are confident that we can meet most objectives through this combination. We use a common sense approach to investment and this applies whether the money is your own, in a trust fund or in a pension wrapper. Lewis also offers comprehensive employee benefits consultancy to small and medium sized enterprises (SMEs)
Lewis Investment revenue & valuation
| Annual revenue | $5,000,000 |
| Revenue per employee | $148,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $16,000,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Lewis Investment has 18 employees across 4 departments.
Departments
Number of employees
Funding Data
Lewis Investment has never raised funding before.
Lewis Investment Tech Stack
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Programming languages
United States
Italy
Spain
Singapore
Frequently asked questions
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