Chesham
Lewis has worked in financial services for over 6 years and has been advising clients for nearly 3 years. Prior to becoming a Financial Planner, he held a variety of support roles within the sector, gaining a broad and comprehensive understanding of the industry from multiple vantage points.
Lewis enjoys meeting new people and takes great pride in building meaningful long-lasting professional relationships. He is passionate about providing clients at all stages of life with advice, support and peace of mind to help his clients achieve their goals.
Lewis adopts a holistic approach to financial planning, encompassing a broad spectrum of services. His expertise includes, but is not limited to, pensions, investments, insurance, retirement planning, long-term care provision, inheritance tax planning, and the use of trusts.
He holds a Diploma in Financial Planning issued by the Chartered Insurance Institute. Together with this and additional qualifications he is working towards chartered status.
I am passionate about health and fitness. I regularly attend the gym, practices martial arts and enjoy participating in a variety of sports.
We always take great care and use best endeavours to make every effort to get things right first time, we appreciate that mistakes can occasionally happen. If you believe something is not correct or you are unhappy with any aspect of our service, please do get in touch with us. Your Financial Planner should be your first point of contact. Alternatively, you can contact their Office Principal using the details provided on this website. We will listen to your concerns and do our best to resolve the matter promptly and fairly.
If you wish to make a complaint, please contact the Complaints Inbox at complaints@pfgl.co.uk and the matter will be handled in line with the complaint handling rules set down by our regulator, The Financial Conduct Authority.
If after your complaint has been investigated, you remain unhappy with our response, you may be able to refer your complaint to the Financial Ombudsman Service, which can be contacted as follows:
The Financial Ombudsman Service, Exchange Tower, 1 Harbour Exchange Square, London, E14 9SR
Tel: 0800 023 4567
