Lewis Investment Client Portal

Lewis Investment are a firm of advisers based in Poole, Dorset that offer full bespoke independent financial advice ranging from Pensions and investments to mortgages, equity release and protection. Lewis’ also specialise in facilitating commercial property syndicate clubs, assisting investors to purchase large Commercial properties.

The Lewis Investment app offers existing clients of Lewis Investment the flexibility and convenience of accessing their Investment portfolio directly from their mobile device, as well as viewing their personalised recommendations, signing application forms digitally and allowing clients to communicate with their personal adviser securely.

• Interactively access your Investment portfolio
• View your valuations and recommendation reports
• Digitally sign application forms and documents
• Secure message your adviser directly
• Upload documents to us securely
• View transaction history