Graham Lewis - Consultant - Bristol
Qualifications
BSc (Hons) awarded from Kings College London
Chartered Insurance Institute:
- Financial Planning Certificate:
- Advanced Financial Planning Certificate:
- G10 Taxation & Trusts
- G20 Personal Investment Planning
- SV1 Savings & Investment
- MAQ - Mortgage Advice Qualification
Experience
Started in Financial Planning in 1992 with Nat West Life as a Financial Planning Manager. Left in 2000 to join a new company set up with colleagues from Nat West with the Zurich Advice Network. Having gained knowledge in a tied background Graham moved out into the Independent Market with Berry Birch & Noble between 2002 and 2006, and at that point joined LEBC Group with other colleagues.
Within LEBC Group he provides holistic financial planning, working with both personal and business clients, specialising in Investments and Inheritance Tax. Graham is also involved in pre-retirement counselling, running seminars and presentations. He also works with professional connections providing advice to both solicitor and accountancy practices.
Specialisation
Investment Planning, Inheritance Tax Planning, Retirement Options
The FSA does not regulate some forms of Inheritance Tax Planning.