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Lewis Harmer Financial Planning Services

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Lewis Harmer Financial Planning Services

Overview:

We believe in getting things right first time, which is why we offer all our new clients a free, no obligation, comprehensive financial review. This allows us to get to know you, and for you to tell us about your personal and financial circumstances without feeling pressured. After all, only by knowing the full picture, can we provide quality financial advice that is right for you.

Our client meetings are arranged at a time and place to suit you. We offer face-to-face appointments, which usually take place at your home or place of work. Or if it’s more convenient, we can speak by telephone. During our meetings, we establish your specific requirements, before using our knowledge and expertise to carry out research to locate and recommend the best available products to meet those needs.

Our expertise, flexibility and willingness to go the extra mile all help to ensure that our clients receive a first class service.

The majority of our clients reside in the South West of England, but we have clients based all over England and Wales. Using technology, we can offer our services throughout the UK. The advice and/or guidance contained within this site is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

OUR SERVICES

The main services we offer are listed below, but we also cater for specialist requirements, therefore if in doubt, please feel free to call to enquire with one of our specialists:
Pensions & Retirement Planning
Investments & Wealth Management
Inheritance Tax Planning
Corporate Services
Mortgages & Re-mortgages+
Protection*
Secured Loans†
Personal Loans†
Buildings & Contents Insurance**
Debt Consolidation
Equity Release***
Commercial Finance****
Specialist Insurances

Think carefully before securing other debts against your home. Your property may be repossessed if you do not keep up repayments on a mortgage or any other debt secured on it.

† The FCA does not regulate personal loans, secured loans and some forms of Inheritance Tax Planning.

* For Protection Insurance, we offer products from a limited planel of providers.

** For Buildings and Contents insurance, we offer products from a selected panel of providers.

*** For Advice on Equity Release we act as introducers only.

Equity Release refers to Home reversion plans and Lifetime mortgages. To understand the features and risks, please ask for a personalised illustration.

There will be an advice fee charged by the Equity Release specialist we introduce you to. The current fee is £950.

**** For Commercial Finance we act as introducers only, Commercial Finance is not regulated by the FCA.

+There will be a fee for mortgage advice, the precise amount will depend upon your circumstances but we estimate that this will be no more than 1% of the loan amount. There are additional fee payment options.

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