He has over 13 years’ experience in Financial Services, having worked in the City of London, a leading UK private bank, and within a family-owned advisory firm. He holds the CISI Level 4 Diploma in Investment Advice (Financial Planning & Advice).
Lewis takes a lifestyle‑led approach to planning, focusing on understanding the life clients want to live and building clear, tailored financial plans to support them. He enjoys helping clients gain clarity and confidence in their financial future.
Outside of work, Lewis enjoys running, gym training, and endurance events. He completed his first marathon, the 2025 Chester Marathon, in 3 hours 26 minutes and is already training for the next race. He also loves spending time with his family and hopes to one day take them on a skiing adventure.
