Lewis & Co (Investments & Pensions) Limited
aka Lewis Investment, Lewis Innovative Investment, Lewis & Co, Lewis & Co (Investments & Pensions) Limited
Contact & Location
Address
41 Commercial Rd, Poole BH14 0HU, UKMore advisers in Bournemouth, Christchurch and PooleOpening Hours
Regulated Services
Regulatory Information
- FRN
- 143646
- Status
- Authorised
- Date Authorised
- 1 December 2001
- Years Authorised
- 24 years
- Regulator
- FCA
- Disciplinary Record
- Clean Record
FCA Permissions (16)
Show all permissionsHide permissions
- ✓Acting as a CBTL arranger
- ✓Acting as a CBTL advisor
- ✓CBTL Status
- ✓CBTL Effective Date
- ✓Agreeing to carry on a regulated activity
- ✓Advising on P2P agreements
- ✓Advising on Pension Transfers and Pension Opt Outs
- ✓Providing Credit Information Services
- ✓Debt-counselling
- ✓Credit Broking
- ✓Making arrangements with a view to regulated mortgage contracts
- ✓Arranging (bringing about) regulated mortgage contracts
- ✓Advising on regulated mortgage contracts
- ✓Making arrangements with a view to transactions in investments
- ✓Arranging (bringing about) deals in investments
- ✓Advising on investments (except on Pension Transfers and Pension Opt Outs)
Companies House
- Company Number
- 02895270
- Company Status
- Active
- Incorporation Date
- 7 February 1994
- Directors
- 6
- Accounts Category
- Full
- Last Accounts Filed
- 31 March 2025
- SIC Codes
- 65110
Team (16)
Fiona Mary Garvey
ApprovedAnnabel Donne
ApprovedTimothy Guy Lewis
ApprovedCertifiedLee Paul Van Hoyland
ApprovedCertifiedSimon James Warner
ApprovedCertifiedHoward John Pearce
ApprovedCertifiedSophie Potts
ApprovedCertifiedRichard Phelps
CertifiedIsobel Garvey
CertifiedRyan Weston
CertifiedAlan Douglas Eddie
CertifiedNicola Jayne Farrar
CertifiedMatthew John Pike
CertifiedKristan Michael Ward
CertifiedSimon Bignell
CertifiedJoanne Morris
Certified
Google Reviews
3 reviews on Google
Read reviews on GoogleSourced from Google Business Profiles. We display the aggregate rating and review count but do not host individual reviews. Data is refreshed periodically.
Quick Facts
- Poole, South West
- 24 years FCA-authorised
- 20 registered individuals
- 5 specialisms
- 16 FCA permissions
- CH 02895270
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Data Sources
This listing is auto-generated from publicly available data on the FCA Financial Services Register and Companies House. approval.co.uk does not endorse or recommend this adviser or firm. Verify current authorisation status at register.fca.org.uk.