Andrew Lewis
Chartered Financial Adviser
FCA reference number: APL00003
I provide expert advice for retirement planning, investment portfolio management, inheritance
tax planning and all personal protection needs.
My role is to provide my clients with the long-term support, guidance and advice throughout
their ever-changing lives. The importance of building a long-term relationship with my clients
cannot be overestimated.
I provide expert advice for retirement planning, investment portfolio management, inheritance
tax planning and all personal protection needs.
My role is to provide my clients with the long-term support, guidance and advice throughout
their ever-changing lives. The importance of building a long-term relationship with my clients
cannot be overestimated.
Expertise
Financial planning Pensions and retirement planning Investment management Estate planning and inheritance tax planning Trusts Protection
Qualifications
- Advanced Diploma in Financial Planning
- Fellow of the Personal Finance Society
Region and method of advice
Based in the midlands, I can provide in-person meetings with clients in the surrounding area. I also offer remote meetings by phone or video call to accommodate different preferences and for those who live outside this catchment.
Based in the Midlands
In-person meetings
Phone and Video call
Region & method of advice
Based in the midlands, I can provide in-person meetings with clients in the surrounding area. I also offer remote meetings by phone or video call to accommodate different preferences and for those who live outside this.
Approach and experience
I have worked in the financial services sector for over 30 years with the last 13 of those being with Hargreaves Lansdown.
During that time I have seen many changes in regulation and the evolution of how professional financial planning can aid and benefit clients financial futures for the better.
I think an important part of financial planning is staying up to date with changes and changes on the horizon. I always make sure that my clients feel confident that their plan can flex with change and still keep them on track to achieve their own unique goals
Our investments were all over the place and as we approached retirement we were looking to consolidate. Andrew Lewis took lime to understand our needs and what we were looking to do. He helped us hugely here with excellent, practical and straightforward advice ... We are very pleased with what has been done and our whole experience with HL has been excellent.
Mr M Falconer, Berkeshire
Personal interests
When I am not working, I enjoy spending time with my young family, I enjoy getting out in the countryside walking the dog with my wife. I enjoy keeping active and, in the summer, you will find me out on the cricket pitch trying to score a few runs.