Lewis Marsh | Gresham Wealth Management

Lewis has worked in the financial services industry since 1996 across a number of administration, technical support, and advisory roles.

Initially working in customer services role, Lewis’ talent was recognised and he progressed to become a financial adviser in 2001 while working for a specialist pension advice firm based in central London.

In 2005, Lewis moved to Sydney, Australia, where he worked in the asset management industry, latterly as a senior paraplanning role for a Private Bank.

Lewis returned to the UK and joined the Gresham Wealth Management Team in July 2011. Over the last 11 years, Lewis has been integral in building the Gresham technical team and is a key member of the Investment Committee.

A combination of experience working in both technical and specialist teams means Lewis has accumulated a wealth of knowledge. Combined with the necessary skillset and the ability to build strong professional relationships, Lewis delivers high quality financial advice to clients.

Lewis currently holds the Investment Management Certificate (IMC), Diploma in Financial Planning (UK) with Diploma and Advanced Diploma qualifications in Financial Planning (Australia).

Outside of work, Lewis is kept busy by his young family and enjoys fishing when he gets chance!

Back to team

I am only in this position because of you. One of the best decisions I have ever taken going with GWM.

With great thanks for all your reassuring attention over the last year. It means more to me than I can express in a few words.

I just want to thank you and your team so very much for all you do for me throughout the year. It is a real comfort to know that my investments are in such capable hands. I literally couldn’t do it on my own.

We are both very grateful for the time you spent with us in explaining various options. We certainly feel we now both have a much better understanding of our situation & the decisions which we need to consider moving forward.

Thanks again for your advice, you have given me the kick I needed to take control and I’m very grateful for that.

We feel we can phone at any time during office hours if we need anything clarifying. Our financial adviser knows our personal circumstances and is in tune with our goals and lifestyle. His advice has been and continues to be excellent.

You’ve solved that dilemma for me… Thank you for being so clear and honest as always.

A very personalised service… All advice is tailored to my needs with great consideration to issues I may not have thought of myself. I feel confident about my future finances.

Thank you so much again for your time and brilliant advice.

Just a big thank you for all you have done for our family. We do appreciate it.