Chesham
Lewis has worked in financial services for over 6 years and has been advising clients for nearly 3 years. Prior to becoming a Financial Planner, he held a variety of support roles within the sector, gaining a broad and comprehensive understanding of the industry from multiple vantage points.
Lewis enjoys meeting new people and takes great pride in building meaningful long-lasting professional relationships. He is passionate about providing clients at all stages of life with advice, support and peace of mind to help his clients achieve their goals.
Lewis adopts a holistic approach to financial planning, encompassing a broad spectrum of services. His expertise includes, but is not limited to, pensions, investments, insurance, retirement planning, long-term care provision, inheritance tax planning, and the use of trusts.
He holds a Diploma in Financial Planning issued by the Chartered Insurance Institute. Together with this and additional qualifications he is working towards chartered status.
I am passionate about health and fitness. I regularly attend the gym, practices martial arts and enjoy participating in a variety of sports.
The information contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.
Should you have cause to complain, and you are not satisfied with our response to your complaint you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows:
The Financial Ombudsman Service, Exchange Tower, London, E14 9SR
Tel: 0800 023 4567 or 0300 123 9123