Lewis Wealth Management Ltd was established in 2013, when its Director Neil Lewis accepted an invitation to join St. James's Place Wealth Management. Prior to this, Neil was operating as a Partner in an IFA practice for nine years.
We take away the frustrations of financial planning. We offer an approachable, friendly team that provides both personal attention and over 29 years of combined experience to meet all your financial goals.
It is fundamental that we get to know our clients well - and they get to know us so that we are able to work together and forge long-term relationships built on mutual trust and understanding.
We have the knowledge and experience that you need to be confident that your business is in safe hands.
Our expertise covers the broad spectrum of financial planning and will try to help you to:
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The Partner Practice represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website
www.sjp.co.uk/about-st-james-place/our-business/our-products-and-services
Lewis Wealth Management Ltd is registered in England and Wales, Number 08373434. Registered Office: 1st Floor Suite, Kensington House, Battlefield Enterprise Park, Shrewsbury , SY1 3AB, England.
