Newcastle
Lewis joined Perspective in April 2024.
Lewis has 7–8 years of experience within the financial services industry and holds a Diploma in Regulated Financial Planning. He is continuing to broaden his expertise as he works toward further professional qualifications.
Lewis specialises in creating bespoke personal financial planning strategies. He focuses on building long‑term, trusted relationships with clients, taking the time to understand their goals, circumstances, and priorities to ensure every recommendation is clear, tailored, and aligned with what matters most.
Outside of work, Lewis enjoys spending time with his friends and family and travelling the world, with a trip to Everest Base Camp on his bucket list.
An interesting fact about Lewis is that he can hold his breath underwater for over three minutes.
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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