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.
Outside of work, Lewis is passionate about health and fitness. He regularly attends the gym, practices martial arts, and enjoys participating in a variety of sports.
