Lewis & Co (Investments & Pensions) Limited

Reference number: 143646

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Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

Website, phone number and address

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

In the full report: 3 background checks

  • When lewisinvestment.co.uk first appeared online, and whether it can receive email
  • What kind of line 01202 718400 is, and the other firm that gives it
  • Who else gives the postcode BH14 0HU
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Other names (3)

If you were contacted under any of these names, it is this firm.

  • Lewis & Co Trading name
  • Lewis Innovative Investment Trading name
  • Lewis Investment Trading name

FCA permissions and consumer protection

  • Give regulated advice FSCS may apply
    A claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
  • Manage or trade investments FSCS may apply
    Eligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
  • Advise on or arrange mortgages FSCS may apply
    Mortgage advice and arranging may be FSCS-covered, up to the limit that applies.
  • Lend or arrange credit No FSCS cover
    Consumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (13 permissions)
  • Acting as a CBTL advisor
  • Acting as a CBTL arranger
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on P2P agreements
  • Advising on Pension Transfers and Pension Opt Outs
  • Advising on regulated mortgage contracts
  • Arranging (bringing about) deals in investments
  • Arranging (bringing about) regulated mortgage contracts
  • Credit Broking
  • Debt-counselling
  • Making arrangements with a view to regulated mortgage contracts
  • Making arrangements with a view to transactions in investments
  • Providing Credit Information Services

Limits on what they may do

  • Not permitted to canvass off trade premises
    The firm is not permitted to canvass regulated borrower-lender-supplier agreements or regulated consumer hire agreements off trade premises

FCA disciplinary action and complaints

No FCA disciplinary action.

The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.

Companies House record

The company behind the firm: its status, age, registered office and directors.

Company number
02895270
Company status
Active
Company type
Private limited company
Incorporated
7 February 1994 (32 years old)
Registered office
Matches the FCA register address ✓
Nature of business
  • Life insurance (SIC 65110)

Directors and company secretaries

Name Role Born Appointed Other companies
Timothy Guy Lewis Director Jul 1962 28 Jun 1994 140 other companies
Fiona Mary Garvey Director Dec 1967 1 Apr 2011 148 other companies
Lee Paul Van Hoyland Director May 1979 1 Jun 2016 4 other companies
Simon Warner Director May 1975 1 May 2018 None
Annabel Donne Director Apr 1966 10 Nov 2021 2 other companies
Sophie Hannah Potts Director Oct 1985 31 Jan 2024 None
Fiona Garvey Secretary Not published 28 Jun 1994 –

Other companies run by these 6 directors

A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.

other companies
159
closed down
25
are FCA-registered
2

In the full report: all 159 companies, named

  • What each company does, and whether it is still trading
  • Which of these 6 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • The 2 on the FCA register
  • The 132 companies these 6 directors run together
  • All 12 people who have ever been directors, with their dates
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Key dates in its history

Lewis & Co (Investments & Pensions)’s history from the FCA register and Companies House, newest first.

Key events (8) All events (31)

2018

26 October 2018

  • Anita Lucia Lewis became a part-owner (25–50% of shares)

Companies House

2016

6 April 2016

  • Timothy Guy Lewis became a part-owner (25–50% of shares)

Companies House

2015

30 March 2015

  • FCA imposed a requirement (Not permitted to canvass off trade premises)

FCA register

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2001

1 December 2001

  • Regulated by the Financial Services Authority from this date
  • Became authorised by the FCA

FCA register

1995

29 September 1995

  • Regulated by the Personal Investment Authority from this date

FCA register

1994

7 February 1994

  • Incorporated at Companies House

Companies House

In the full report: all 31 events

  • All 31 events in its history (8 shown here)
  • Every director appointment and resignation: 16
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Firms connected to Lewis & Co (Investments & Pensions)

Other FCA-listed firms that share a director, phone number or address with Lewis & Co (Investments & Pensions). A link shows who the firm is tied to, not whether either can be trusted.

connected firms
2
share a director
2
share its phone number
1

In the full report: all 2 connected firms, named

  • How each is linked: shared directors (2), the same phone number (1), the same postcode (2)
  • Who links each one: the named directors, with dates
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Firms like Lewis & Co (Investments & Pensions)

Other firms of the same type (financial adviser), nearest first.

In Poole

Apex Cb Financial Planning LimitedPooleAuthorisedBaggette & Company Wealth Management LimitedPooleAuthorisedBaker Davies LtdPooleAuthorisedBlue Pebble Finance LimitedPooleAuthorisedBlue Sky Financial Planning LimitedPooleAuthorisedChristopher NewcombePooleAuthorised

Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.

Get the full report on Lewis & Co (Investments & Pensions)

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • 159 other companies its directors have run, named
  • 3 background checks on its contact details
  • All 31 events in its history
  • 2 connected firms, named, and who links them

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Frequently asked questions about this firm

Is Lewis & Co (Investments & Pensions) Limited FCA authorised?
Yes, Lewis & Co (Investments & Pensions) Limited (FRN 143646) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since December 2001 and works as a financial adviser. The FCA has placed a limit on what it may do.
What is Lewis & Co (Investments & Pensions)’s phone number and website?
The FCA register lists the phone number 01202 718400 and the website lewisinvestment.co.uk for Lewis & Co (Investments & Pensions). If you were given different contact details, use these to check with the firm before going any further. The same number is also given by one other FCA firm.
Is Lewis & Co (Investments & Pensions) a scam or clone?
Lewis & Co (Investments & Pensions) is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.
Is my money safe with Lewis & Co (Investments & Pensions)?
Its FCA permissions do not allow it to hold or control client money. It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Lewis & Co (Investments & Pensions) to the Financial Ombudsman Service, free of charge.
Who owns Lewis & Co (Investments & Pensions)?
Companies House lists 2 people with significant control of Lewis & Co (Investments & Pensions): Mrs Anita Lucia Lewis (25–50% of shares) and Mr Timothy Guy Lewis (25–50% of shares).
Who runs Lewis & Co (Investments & Pensions)?
Companies House lists 6 directors of Lewis & Co (Investments & Pensions): Timothy Guy Lewis, Fiona Mary Garvey, Lee Paul Van Hoyland, Simon Warner, Annabel Donne and Sophie Hannah Potts.
How long has Lewis & Co (Investments & Pensions) been in business?
The company was formed on 7 February 1994, and has held its current FCA authorisation since December 2001.
Does Lewis & Co (Investments & Pensions) use any other names?
It trades as Lewis & Co, Lewis Innovative Investment and Lewis Investment.

Sources and links

The full report on Lewis & Co (Investments & Pensions) Limited

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