Financial Advisers

Tim Lewis, DipPFS
Managing Director
Founder of Lewis Investment in 1987. Tim is the founder and Managing Director of Lewis Investment, starting the business in 1987.  He has over 35 years business acumen and financial Read More
Sophie Potts, DipPFS
Financial Adviser
Sophie joined Lewis’ in 2017 as a member of the paraplanning team and progressed to become a trainee advisor within The Lewis Workplace Pension Team.  She holds the Chartered Insurance Read More
Simon Warner, DipPFS
Director & Financial Adviser
Simon joined Lewis’ in September 2010 and was appointed a Company Director in May 2018.  He holds the CII Diploma in Financial Planning and is approved as a Financial Conduct Read More
Nikki Farrar, APFS
Financial Adviser
Working with us since 2013. Nikki joined Lewis’ in April 2013 and has 13 years’ experience within the financial services industry. She holds the Chartered Insurance Institute Diploma in Financial Read More
Matthew Pike, DipPFS
Financial Adviser
Working with us since 2017. Matthew has over 30 years of experience in financial services, qualifying as a financial adviser in 2001. He has worked as a bank manager and Read More
Matthew Piggin, DipPFS
Financial Adviser
Working with us since 2013. Matt has worked for Lewis Investment for 6 years and has been in financial services industry for 24 years providing face to face advice.  He Read More
Lee van Hoyland, APFS
Director & Financial Adviser
Lee is a Chartered Financial Planner with 14 years’ experience, joining Lewis’ in 2006 and was appointed as a Director 2016.  Lee is also approved as a Financial Conduct Authority Read More
Kristan Ward, DipPFS
Financial Adviser
Kristan has worked for Lewis Investment since 2004 and in financial services for over 30 years. His main role as an Independent Financial Adviser, is to provide independent advice on Read More
Joanne Morris
Mortgage Adviser
Working with us since 2006. Jo has worked as an independent mortgage adviser for the last 17 years. And has high standards and aims to provide excellent mortgage advice to Read More
David Kiss, DipPFS
Trainee Financial Adviser
David joined Lewis’ in 2015 as an administration apprentice and following completion of his apprenticeship became an administrator in the Auto Enrolment Department.   David completed all the exams required to Read More
Alan Eddie, DipPFS
Financial Adviser
Working with us since 1998. Alan has over 40 years’ experience in Financial Services and joined the firm over 20 years ago. He also holds the CII Diploma in Financial Read More

Scroll to top