I have experience spanning in excess of 30 years in financial services and use this to help others make the most of their money and realise their financial goals.
In 2013, I recognised that I could provide clients with a better service and the best possible advice by setting up my own business, becoming a Partner Practice of St. James's Place Wealth Management as part of the process. Now, I focus on promoting the development of lifelong relationships with clients, helping them to secure the financial futures of themselves and their families through the breadth of wealth management and financial planning services that I offer.
My core values focus upon offering an expert service of distinct quality, integrity and excellence which in turn gives financial peace of mind to discerning clients in Shropshire and Mid Wales.
I offer the benefit of a single relationship to meet all of your financial needs, whether you are a working professional looking to grow, manage, protect or preserve your wealth or an elderly client looking to ensure you have the right plans in place for your peace of mind.
In my spare time I enjoy socialising with my Wife Jane and 3 children.
Whilst she is the newest member of the team, having started in February 2019, Rachel brings with her 20 years of experience in financial services, looking at providing our clients with holistic advice, Rachel uses her knowledge to “treat our customers fairly” and offer the best service possible.
In her free time Rachel likes running, having completed the London, Berlin and Chester Marathons. She also enjoys property development and sampling the “fruits of her labour” from the produce of her own vineyard.
With 29 years experience in financial services, of which 18 years were as a Diploma in Financial Planning qualified Adviser, Darren joined us in July 2016. Using his extensive industry knowledge, for which he has won many company awards, he leads and guides a team of efficient and pro-active Account Managers.
With a passion for providing our customers with an excellent service experience, with a “no job is too small” attitude, a sentiment shared by the whole of the team.
In his spare time, he likes eating out and socialising with his Wife Charlotte and 16 year old Daughter Mollie. He is also fanatical about football, supporting his original home town team of Swindon Town and Manchester United.
Her attention to detail is apparent, with having built up 24 years of valuable working experience and knowledge, in an advisory firm, as the Office Manager. She joined Lewis Wealth Management in February 2017 and immediately made a difference, from the amount of work cleared, whilst maintaining the high company accuracy levels and the new ideas she has developed from the experience that she brought with her.
She is currently studying for her RO1 exam (financial services, regulation and ethics), as part of her Level 4 qualification.
When she has a minute to herself she enjoys walking her dog Herbie and tending to her rabbits Rodney and Casandra. Her Diploma in Agriculture, which was achieved at college, has maintained her love of animals.
She is married to Richard and they have a young son Arthur.
Charlie has achieved his NVQ Level 2 in Business Administration after just 12 months of joining Lewis Wealth Management in November 2017 and is currently studying for his NVQ Level 3. He, like Zoe, is also studying for his R01 as well as completing his St. James’s Place accreditation.
Charlie provides full administration support, having learnt the role quickly and meeting the client expectations within the company turnaround standard.
He joined us in November 2017, having passed 3 A Levels in Maths, Sociology and Film Studies at college. As a Chelsea football fan he tries to see them as frequently as possible, in between his visits to the cinema.
Jane has supported Neil in developing Lewis Wealth Management since joining St. James’s Place in 2013.
Jane provides support for client events and communications.
In her spare time, Jane likes eating out and enjoys travelling.