Newcastle
Lewis joined Perspective in April 2024.
Lewis has 7–8 years of experience within the financial services industry and holds a Diploma in Regulated Financial Planning. He is continuing to broaden his expertise as he works toward further professional qualifications.
Lewis specialises in creating bespoke personal financial planning strategies. He focuses on building long‑term, trusted relationships with clients, taking the time to understand their goals, circumstances, and priorities to ensure every recommendation is clear, tailored, and aligned with what matters most.
Outside of work, Lewis enjoys spending time with his friends and family and travelling the world, with a trip to Everest Base Camp on his bucket list.
An interesting fact about Lewis is that he can hold his breath underwater for over three minutes.
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
