Lewis is a Chartered Financial Planner with a degree in economics and over 8 years of experience at a number of financial planning firms of various shapes and sizes. He joined Lexington in July 2021 as an Associate Financial Planner, and brings with him a broad range of expertise in financial planning.
Whilst Lewis will be mainly involved in the behind-the-scenes technical aspects of financial planning, he will also be having direct contact with clients to help them realise their financial objectives and make the most of their wealth.
I was drawn to Lexington by the breadth, depth and quality of their service. In my opinion, money is of little worth if one does not use it carefully to enhance their wellbeing and happiness; this view seems to underpin all the advice given to clients at Lexington, which considers far more than just the accrual or preservation of wealth.
In my spare time I enjoy getting outdoors and up into the hills, usually either walking or running, as well as travelling, reading and playing the drums. That being said, my spare time seems to have disappeared since my partner and I started a family! Thankfully, our little boy provides all the joy and entertainment we need.