Private Clients

We offer the highest level of professional financial planning and accounting services nationwide, to individuals and businesses from a wide range of industries and sectors.

If you are looking for an experienced, knowledgeable and approachable firm to help you manage your holistic wealth management, look no further and contact us now.

”Finance is not merely about making money. It's about achieving our deep goals and protecting the fruits of our labour. It's about stewardship and, therefore, about achieving the good society.

Robert J. ShillerNobel Prize laureate in Economics (2013)

From mortgages to conveyancing, pensions to investments, our advisors work with you to ensure your money is not only in safe hands but works to provide you with a secure and comfortable future.

Mortgages

Protection

Pensions

Investments

Financial Planning

Contact us for a quote

Testimonials

Take a look at some testimonials from some of our loyal customers.

“

Robert Lewis accountants are knowledgeable about all financial matters with advice always free and concise. Extremely friendly staff & management. They also offer Wealth Management and Financial Advice in-house. By some distance the best accountancy firm I have ever worked with, would highly recommend.

RyanChelmsford
“

My company decided to close the final Salary Pension and revert to a Normal Pension fund, I asked for the transfer value, on receipt I sought financial advice on what to do, I met with Ian and was impressed with the level of advice and the knowledge of the current financial markets.

SteveEssex
“

Ian was amazing ! Couldn’t have asked for a more professional personalised service ! Highly recommend

LauraEssex
“

Ian reviewed all my pension pots and assessed my view of risk and the aspirations I had for retirement. I now have all my pensions consolidated into one, new scheme with the right level of contributions and the right risk profile to deliver what I want. My pension is much easier to manage and I have already seen some excellent returns from the funds.

RichardLondon