He holds a Diploma in Financial Planning by the Chartered Insurance Institute, holding this alongside additional qualifications he is working towards chartered status.
As he enjoys meeting new people and building strong, long-lasting relationships with clients, he made the natural progression towards an advisory role.
Lewis feels passionately about providing clients at all stages of life with advice, support and peace of mind and does this through practicing holistic financial planning to help his clients achieve their goals.
In his free time, he enjoys fitness by regularly attending a gym and playing sports.
