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 Pension Specialist which means he can advise on safe guarded pensions.
In addition to this he is a Trustee of The Lewis Workplace Pension Trust and Head of Auto Enrolment playing an integral role in the investment committee that oversees The Lewis Workplace Pension Trust investment portfolios. He also has a BA (Hons) Business Administration and a Postgraduate Diploma in Law.”
In his spare time, he enjoys running, coast walking, football, road cycling and even Kite surfing when the weather is good!
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 Authority Pension Specialist which means he can advise on safe guarded pensions. He also holds long term care and mortgage advice qualifications.
Simon has always had a keen interest in anything technology based, holds an HND in Business Information Technology and uses this knowledge by taking an active role in identifying ways to streamline or improve our business and information systems.
Outside of the office, he is normally found on a tennis court, or at Dean Court watching the football, or spending time with his family trying to keep up with his rather energetic son.
With us from the beginning.
Fiona is a Shareholder in Lewis Investment as well as a Director and the Company Secretary, she has been working with the company since 1994 and was appointed a Director in 2011.
As well as her organisational and planning skills, Fiona brings a client’s perspective to the board and takes a leading role in the management and running of the office, with a keen eye for detail.
In addition to her role with Lewis’ Fiona, in partnership with her husband, runs a successful Ofsted registered day nursery – Puss ‘n’ Boots.
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 planning experience and holds the Chartered Insurance Institute Diploma in Financial Planning.
Tim is always looking for new ways to enhance investment opportunities for our clients. He has a passion to enable everyone to meet their evolving needs throughout their lifetime.
Outside the office, Tim is a keen cyclist, kite surfer and enjoys the less travelled overseas adventures along with some very unusual dining experiences including tarantulas – he even has a photo to prove it!