Throughout Lewis’s Lloyds career he spent his time advising clients on their banking, mortgage and protection needs. With a client-centric approach to financial planning Lewis prides himself on taking the time to understand his clients and works with them to build a personalised plan for their short, medium- and long-term goals. Creating the financial plan is only the start of the client journey as
Lewis is passionate about the importance of providing his clients with regular ongoing financial planning, this is to ensure the clients goals are regularly reviewed and any appropriate and relevant changes are made to help them reach their personal objectives. A strong and empathetic communicator, Lewis is proud to build deep and lasting relationships with his clients. Delivered through exceptional service levels, Lewis is approached regularly by his clients seeking his advice and assistance to support their own friends and families financial planning needs. He is also qualified and highly experienced in mortgage and equity release planning. A member of both the Chartered Insurance Institute (CII) Personal Finance Society (PFS) and qualified to diploma level, Lewis is currently planning further professional development towards achieving charted status. Outside of work Lewis has a keen interest in rugby league, he has supported his team since childhood and is a fully qualified referee for the sport. Your home may be repossessed if you do not keep up repayments on your mortgage. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. Equity Release is a lifetime mortgage or home reversion plan. To understand the features and risks associated with such products, please ask for a personalised illustration.
