At work
Lewis’ day to day role includes communicating with providers, assisting in the on-boarding of new clients, communicating with clients directly and preparing documents.
He is also responsible for keeping track of workflow and reporting it for transparency and uses different platforms and software to build fund portfolios and reports.
At work
Lewis’ day to day role includes communicating with providers, assisting in the on-boarding of new clients, communicating with clients directly and preparing documents.
He is also responsible for keeping track of workflow and reporting it for transparency and uses different platforms and software to build fund portfolios and reports.
At home
Away from the office, Lewis enjoys being outdoors, cooking, listening to music, drinking coffee, travelling, socialising and challenging himself.
Meet the team
Our multi-award winning team of advisers and support staff spans the entire south coast of England. With the highest quality of knowledge and a commitment to excellent service, you’re in safe hands.
View allKevin Forbes
Partner & Chartered Financial Planner
Giles Wellington
Partner & Chartered Financial Planner
Jeff Fawcett
Partner & Chartered Financial Planner
Allan Cruse
Partner & Chartered Financial Planner
Nathan Harris
Partner & Chartered Financial Planner
Mike King
Chartered Financial Planner
Chris Bibb
Chartered Financial Planner
Dean Robertson
Chartered Financial Planner
Trevor Garson
Chartered Financial Planner
Russell Tonks
Chartered Financial Planner
Abi Stidworthy
Chartered Financial Planner
Oliver Phillips
Chartered Financial Planner
Jon Hickson
Chartered Financial Planner
Kerry Saunders
Chartered Financial Planner
Rob Silk
Chartered Financial Planner
Scott Turnbull
Chartered Financial Planner
Natasha O’Neill
Chartered Financial Planner
India Hawes
Trainee Financial Adviser & Office Support
Martin Waistell
Independent Financial Adviser
Holly O’Donnell
Independent Mortgage & Protection Adviser
Vanessa Taylor
Independent Financial Adviser
Paul Roberts
Independent Financial Adviser
Peter Richinson
Independent Financial Adviser
Jack Fawcett
Independent Financial Adviser
Lucinda Warren
Independent Mortgage & Protection Adviser
Jordan Cruse
Independent Financial Adviser and Paraplanner
Katie Brown
Financial Adviser and Paraplanner
Zoe Avery
HR & Operations Manager
Sue Hanney
Team Administrator
Lisa Forbes
Paraplanner
Graeme Douglas
Office Administrator
Sue Pattinson
Team Administrator
Rachael Martin
Paraplanner
Kelly Roberts
Marketing and Communications Manager
Jo Robertson
Office Manager
Annie Aston
Accounts and Compliance Manager
Lindsay Walinck
Personal Assistant
Lindsay Arnold
Office & HR Administrator
Lauren Anderson
Financial Administrator
Holly Hickson
Paraplanner
Emma Turner
Operations Support Manager
Dean Rush
Operations Manager / Risk and Control Manager
Bryn Pilcher
Researcher
Jack Weaver
Paraplanner
Dan Lock
Graduate Placement Student
Jonty Parfitt
Trainee Financial Adviser and Office Support
Tanzim Naim
Paraplanner
Harry Shivas
Student Placement
Jeff Steninger
Independent Financial Adviser
James Oliver
Independent Financial Adviser
Mike Green
Chartered Financial Planner
