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.

  • Twitter

  • Testimonials

    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.
    Morven’s guidance about pensions and investments has provided us with excellent returns, even during the recent turbulent financial times. She has been a helpful and friendly advisor for many years and we wouldn’t hesitate to recommend her.
    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.
    You’ve solved that dilemma for me… Thank you for being so clear and honest as always.
    I knew I had to start the ball rolling with getting our finances sorted but it was a hard thing for me to do as it cements the fact that our lives have changed forever. You made the whole process so much easier.
    Whilst my client’s situation is obviously very complicated, you made it very straight forward – quite an art!
    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.
    Before I chose Gresham I spoke to a number of IFA’s but none of them gave me the same confidence I had when I spoke to Morven. Everything, both written and spoken, is explained in an easy to understand way. All my pensions have been dealt with extremely efficiently and I am very happy with the service I have received from everyone at Gresham.
    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.
Main Menu