Lewis Marsh

Lewis Marsh

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.

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    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.
    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.
    I’m really impressed by how responsive you have all been to get this through against such a tight timescale.
    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.
    The professionalism of your service continues to give me confidence that we are pursuing the optimum route with our finances. The sound advice you provide is more critical than ever in the current climate.
    Thank you so much again for your time and brilliant advice.
    My current investments are well on the positive side and I do thank you for your care and management of my financial affairs. I simply wouldn’t know how to manage them myself, and feel secure and confident knowing you are looking after these matters so professionally.
    You’ve solved that dilemma for me… Thank you for being so clear and honest as always.
    On behalf of Walk & Talk Group, I would like to thank you for the most informative, enjoyable and appropriate presentation you gave. Members found the session of great value and very useful.
    Thank you for your visit today. We enjoyed meeting you and found you to be very thorough and knowledgeable. As a result, we now have a positive outlook concerning the future of our finances
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