Chartered Financial Planner
Direct Dial: 01603 706881
- Chartered Financial Planner
Lewis joined Almary Green - acquired by the S&P Group in 2018 - in 2014 with a first class honours degree in Business and Economics from the Newcastle Business School. He completed his Diploma in Regulated Financial Planning in 2016 before undertaking further study to become a Chartered Financial Planner and Fellow of the Personal Finance Society in 2018 - the highest qualification awarded by the Personal Finance Society and Chartered Insurance Institute. Lewis now provides holistic advice to a wide variety of clients.
Lewis believes in working closely with his clients to understand their goals and ambitions, creating tailored financial plans which are reviewed regularly to ensure they remain on track to achieve the lifestyle they desire.
Outside work, he enjoys travel, music and sport: he is currently playing football for Norwich CEYMS Football Club in the Anglian Combination Premier Division.