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!
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