As a financial adviser, I provide holistic advice on pensions, investments, protection and inheritance tax planning. I work with business owners, directors, and c-suite professionals to help them achieve their financial goals. Our key objective is to provide financial peace of mind to the clients I work with.
I am dedicated to helping my clients navigate the complex financial landscape and make informed decisions about their finances. Whether you are looking to grow your wealth, protect your assets, or plan for retirement, I am here to help you reach your financial objectives.
As a member of a Principal Partner Practice of St. James's Place Wealth Management, our emphasis is on building and maintaining long-term relationships with clients and to provide them with a source of trusted advice as their financial needs evolve.
The value of your investment can go down as well as up. You could get back less than you invested.
Lewington Wealth Management Ltd is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.