0160 339 8010
Based in Norwich
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FCA status: Certified by Firm
Last checked: 11 March 2025
Lewis is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Lewis's status
32
Recent Client Reviews
Verified reviews: 100%
Lewis has received 32 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
Last checked: 28 September 2023
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
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Checks carried out by VouchedFor
FCA status: Certified by Firm
Last checked: 11 March 2025
Lewis is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Lewis's status
32
Recent Client Reviews
Verified reviews: 100%
Lewis has received 32 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
Last checked: 28 September 2023
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Qualifications Uploaded
Qualifications not yet added
Lewis has not yet added their qualifications to their profile
Transparent Fees
Lewis has provided information on their typical fees
Lewis has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Having worked in the City, Banking, regional IFA firms and given 'At retirement' seminars to large companies and local authorities, you will find that I am experienced in all matters of your financial circumstances. Everyone has different needs and I genuinely love my job getting to know people and enjoy helping plan and analyse their smartest outcomes. I am plain speaking and meet with my clients old and new regularly to discuss their financial aims. I am an amateur Artist but when I am not at work I can often be found at the golf course or spending time with my family telling them why I should be on the golf course.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
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Capital at Risk The FCA does not regulate tax/trust planning. Tax Rules are Subject to Change.