Shrewsbury
Lewis joined Perspective in 2026.
He has over 13 years’ experience in Financial Services, having worked in the City of London, a leading UK private bank, and within a family-owned advisory firm. He holds the CISI Level 4 Diploma in Investment Advice (Financial Planning & Advice).
Lewis takes a lifestyle‑led approach to planning, focusing on understanding the life clients want to live and building clear, tailored financial plans to support them. He enjoys helping clients gain clarity and confidence in their financial future.
Outside of work, Lewis enjoys running, gym training, and endurance events. He completed his first marathon, the 2025 Chester Marathon, in 3 hours 26 minutes and is already training for the next race. He also loves spending time with his family and hopes to one day take them on a skiing adventure.
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
