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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.

Other contacts

Samuel Wright FPFS

Director, Chartered Financial Planner

Mark Cashmore DipPFS

Financial Planner

David Earl FPFS

Chartered Financial Planner

Dev Makrani

Financial Planner


Certified Financial Planner

Mark Taylor, APFS

Director, Chartered Financial Planner

Registered in England and Wales No: 7003923. Registered Office: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley Lancashire PR7 1NY.
Perspective (South East) Ltd is an Appointed Representative of Perspective (South) Limited, 3 Whittle Court, Seebeck Place, Knowlhill, Milton Keynes MK5 8FT.

Perspective (South) Ltd is authorised and regulated by the Financial Conduct Authority.

Should you have cause to complain, and you are not satisfied with our response to your complaint, you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows:
The Financial Ombudsman Service Exchange Tower,
London, E14 9SR
Tel: 0800 023 4567 or 0300 123 9 123

Perspective (South East) Ltd is a subsidiary of Perspective Financial Group Ltd.

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