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Home Counties:

Lewis McGonigal DipPFS

Financial Planner

Lewis has worked in financial services for 4 years working in supporting roles for advisers and working closely with advisers and clients from many different walks of life.

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.

 

Based

Chesham Office

Chessman House
4-6 Red Lion Street
Chesham
Buckinghamshire
HP5 1HF

Telephone: 01494 778199

Perspective (Home Counties) Ltd, Registered in England and Wales No. 07174102 Registered Office: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley PR7 1NY.
Perspective (Home Counties) Ltd is an Appointed Representative of Perspective (South) Ltd, 16 Shenley Pavilions, Chalkdell Drive, Shenley Wood, Milton Keynes, MK5 6LB which is authorised and regulated by the Financial Conduct Authority.
Perspective (Home Counties) Ltd is a subsidiary of Perspective Financial Group Ltd.

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What to do if we didn’t get something right

We strive to deliver the highest possible level of service to every client, every time. If we got things right, we’re always happy to hear that – thank you. If we didn’t, in the first instance, please contact your Financial Planner or their Office Principal about the matter using the contact details on our website.

Should you not be 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 9123

www.financial-ombudsman.org.uk