Lewis joined Perspective (South East) Ltd in November 2021. He moved into financial services after completing his A-Levels, becoming qualified as a Financial Planner just before he turned 20 years old.
He has over 5 years of experience, and has worked with other firms including Quilter and Fairstone; one firm was restricted and the other fully independent. Working for both ends of the spectrum has given him a good balance, which has helped shape his advising approach to what it is now. Lewis’s fundamental objective is to provide a holistic approach to all forms of client management. Building robust, long-term relationships by providing an unrivalled, personal client service proposition that is bespoke to each individual and specific to both their current circumstances and future ambitions. Lewis’s key focus is to build strong professional relationships with all clients he meets, ensuring their financial and personal needs are met through concise, clear financial advice.
He is currently working towards Chartered status.