top 20 south east
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Steve Burns
funds under advice
£246m
Fee-earning advisers
5
NUMBER OF CLIENTS
571
Lewis Brownlee Financial Services

Lewis Brownlee Financial Services is an independent financial planning firm that puts people first. It aims to empower clients to live their best lives and seeks to make the world a better place through raising awareness and walking the walk.

With strong corporate social responsibility and ethical investing programmes, the firm has a prominent presence in Chichester, Midhurst and Whiteley. Staff have worked on various initiatives, including shifts at local food banks, the ‘100 Smiles’ project delivering Easter eggs to children in hospital, and ‘Making dreams come true’ to deliver Christmas presents to those who would have otherwise gone without. This will continue in September when the team will literally pull together in the Chichester Dragon Boat Race to raise money and awareness for CancerWise.

The company, which holds chartered status, has a growing collection of awards, including the coveted IA Best Practise award in excellence in client service and best support team, as well as their recent short-listing for the FTA Diversity Awards celebrating equality in the industry.