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 a financial adviser for the UK’s largest bank, and as an adviser at a wealth planning company specialising in corporate pension & benefit schemes prior to joining Lewis Investment in 2017.
At Lewis Investment, Matthew manages corporate clients, and advises both workplace and personal clients. Matthew passionately believes that people need good sound financial advice. Through ‘The Lewis Workplace Pension Trust’, Matthew provides financial planning services to both businesses and their employees – to help people achieve their financial aspirations by ensuring they receive regular a financial advice reviews – not just at the start but for the longer term.
Matthew is a member of the Chartered Insurance Institute (CII), The Society of Mortgage Professionals, and the Personal Finance Society. Matthew holds the CII Diploma in Financial Planning and as a Pension Transfer Specialist holds the CII Certificate in Pension Transfers qualification.
Outside the office, Matthew is a keen bell ringer and enjoys foreign travel with his family.