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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    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.
    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.
    Whilst my client’s situation is obviously very complicated, you made it very straight forward – quite an art!
    Thanks again for your advice, you have given me the kick I needed to take control and I’m very grateful for that.
    Just a big thank you for all you have done for our family. We do appreciate it.
    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.
    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.
    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 so much again for your time and brilliant advice.
    It’s lovely for us to have nice friendly advisors like Jonathan and Morven.
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