Professional
I joined Hartsfield in 2025 and work closely with clients to understand what matters most to them, helping them build financial plans that support the life they want to live. Whether planning for retirement, making the most of their wealth or achieving personal ambitions, I enjoy providing clear, practical advice that gives clients confidence in their financial future.
Before becoming a Financial Planner, I spent 10 years working in compliance, developing a strong technical foundation and attention to detail. This experience allows me to provide clear, considered advice while building long-term relationships and supporting clients as their goals and circumstances evolve.
Qualifications
You can see the qualifications Lewis holds by clicking the button below.
Qualifications
Financial Services, Regulation and Ethics (R01)
Assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.Investment Principles (R02)
Assesses a knowledge and understanding of investment products and the application of the investment advice process.Personal Taxation (R03)
Assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.Pensions and Retirement Planning (R04)
Assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.Financial Protection (R05)
Assesses a knowledge and understanding of an ability to analyse financial protection planning issues.Financial Planning Practice (R06)
Assesses advisers financial planning capabilities. Tests the practical application of technical knowledge and planning skills already gained, supporting the provision of competent and appropriate advice.Get in touch
Ready to take the next step towards your financial goals? Call or email your local office to book a free financial consultation. Better still, pop in and see us. And if you’re short on time, just leave us a message here and we’ll call you.
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