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Who will I be dealing with?

Who will I be dealing with?

We have financial advisers based across the UK (including Scotland and Northern Ireland) providing nationwide coverage.

Andrew Lewis - APFS

Andrew joined our advisory team in 2011 having gained 20 years of financial services experience. He continued to develop his knowledge and skills to become a Chartered Financial Planner in 2014 and was subsequently promoted to Senior Financial Adviser in recognition of his technical expertise and positive client feedback.

FCA reference number: APL00003

Andrew Lewis

Qualifications

  • Chartered Financial Planner
  • Certified Financial Planner CM
  • Associate of the Personal Finance Society

Areas of advice

  • Savings and investments
  • Business investments
  • Funding retirement
  • Trustee investments
  • Pension transfers
  • Estate planning
  • Taking retirement benefits
  • Long-term care planning
  • Protection

Client feedback

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More about our advisory services

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0117 311 3256

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