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.
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 some aspects of corporate financial planning, automatic enrolment and taxation advice.
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.