Prior to becoming a Financial Advisor, he held a variety of support roles within the sector, gaining broad experience and an understanding of different aspects of the industry.
Lewis enjoys meeting new people and values building long-term professional relationships with his clients. He is committed to providing advice and support that helps clients work towards their financial goals at different stages of life.
He takes a holistic approach to financial planning, supporting clients across a range of areas including pensions, investments, protection, retirement planning, long-term care planning, inheritance tax planning and trusts.
Lewis holds the Diploma in Financial Planning from the Chartered Insurance Institute (CII) and is working towards Chartered status through further professional qualifications.
The Financial Conduct Authority does not regulate Trusts and taxation advice.
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.
The Financial Conduct Authority does not regulate taxation advice. The value of investments (in a pension) can go down as well as up and you may get back less than the amount invested.
The Financial Conduct Authority does not regulate legal advice.