Lewis joined the financial services sector in September 1996 working in London for several financial advice practices providing paraplanning and administration support to senior advice consultants.
Lewis has worked in the financial services industry for over 19 years working in administration, technical support and advisory roles.
Lewis’s current role focuses on providing retail investment product research and technical support to the Gresham Wealth Management advice team.
He is an active member of the Investment Committee participating in regular review meetings and conducts ongoing assessment and monitoring of investment products included within client portfolios.
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 enjoys fishing.Back to team