About us

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: 
  • Grow wealth, specifically through our distinctive approach to investment management;
  • Understand your options when funding for Later Life
  • Preserve assets for long-term financial security;
  • Work together towards satisfying all your financial goals.

The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and the value can therefore go down as well as up. You may get back less than the amount invested.


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Testimonials

Item 1 of 11
On entering into an Equity Release Plan I met Neil Lewis. The advice and guidance I received made me feel comfortable and able to make a balanced decision. He is a man I can trust. We have met several times and have been offered complete support from him and the team in all my financial dealings. ...
Private client
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The Partner Practice 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) 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/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

Lewis Wealth Management Ltd is registered in England and Wales, Number 08373434. Registered Office: St. James's House Anchorage Avenue, Shrewsbury Business Park, Shrewsbury, Shropshire, SY2 6FG.