He has over 5 years of experience and has worked primarily in London with firms including Quilter and Fairstone; one firm was restricted and the other fully independent. Working at both ends of the financial advice spectrum has given him clarity in understanding the advising routes offered to clients, this 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.
He is currently working towards Chartered status.
Outside of the office, Lewis is a keen sports enthusiast, both playing and supporting in various sports, including Rugby, Golf, Hockey, Roller Hockey and Natural Bodybuilding. Lewis previously captained for England U17 and U20 squads in various International and European Championships and has played abroad mostly in Portugal and Spain where it’s a national sport.
