New Director Appointment

We are delighted to announce the appointment of Sophie Potts as the new Compliance Director of Lewis Investment.  Sophie assumed her new post on 1st January 2024 following approval from the Financial Conduct Authority.

Sophie brings a wealth of experience from her previous employment as an Area Quality Development Manager for Mortgages within a high street bank.  She has progressed, within Lewis Investment, from a paraplanner, attaining the required qualifications, to becoming a qualified adviser, Dip PFS and then on to Compliance Officer.

Tim Lewis, Managing Director remarked:  “I am delighted that Sophie has accepted our offer to join the Lewis Board.  We encourage the personal development of all our employees and Sophie is a shining example of just how far hard work and dedication can take you. 

Fellow directors Fiona Garvey, Annabel Donne, Lee van Hoyland and Simon Warner all welcome Sophie to the Lewis Board.

Sophie Potts, Compliance Director

Sophie Potts, Compliance Director

Commenting on her appointment Sophie said: “I am delighted to be joining the Board of Directors and very much look forward to helping shape the future of Lewis Investment and developing our services”

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