During that time, he has gained more than 13 years of experience across the City of London, private banking and financial planning, helping clients make informed decisions about their financial future.
He holds the CISI Level 4 Diploma in Investment Advice (Financial Planning & Advice). Drawing on experience gained in both wealth management and advisory roles, Lewis provides tailored financial planning designed to help clients achieve their personal and financial objectives.
Lewis takes a lifestyle-led approach to advice. He believes financial planning should start with understanding the life a client wants to live and then creating a plan to support that vision. What he enjoys most is helping clients bring clarity and direction to their finances, turning uncertainty into confidence and enabling them to focus on what matters most to them.
The value of your investment and income from it can fall as well as rise and you may not get back the original amount you invested.