When Lewis’s
at work
After graduating in 2023 and completing the CII Diploma in Regulated Financial Planning, Lewis joined our technical team.
He supports our clients in achieving their financial objectives while continuing to develop his own technical knowledge and experience.
How Lewis
switches off
Lewis likes to stay active, whether that’s going to the gym or going for a run. He’s also recently taken up golf and padel.
He’s an outgoing person who enjoys travelling, exploring new places, and socialising with friends. Most of his downtime is spent with his partner and family.
View Lewis’s financial qualifications
Qualifications can help you understand someone’s experience and professional standing. You can view Lewis’s qualifications below.
What’s your favourite holiday destination?
Probably the French Riviera, although I would love to go to New Zealand and the South Pacific Islands one day.
What are three facts about yourself most people don’t know?
My first job was working in a bakery; I’ve run a marathon, and I’ve walked on fire.
What three things do you love most about your job?
The people, the type of work we do, and the fact that no two days are the same.
What types of people do you most enjoy working with?
Those who are like-minded, intelligent, and hard-working.
What three small things make your day better?
Coffee, exercise, and sunshine (when it comes out).
On an ideal weekend, where can we find you?
On a long walk in the Suffolk countryside.
