Our People

Gareth, a qualified physicist, has over a two decades of experience in the financial services industry. Gareth had been with Lewis Financial Planning & Wealth Management for 18 years before becoming Principal of the firm. He not only offers financial advice but also looks after the regulation and compliance within the business.

David has been a Financial Adviser since 1976.

Karan has over five years in financial services, specialising in compliance and administration. Outside of work, Karan loves to scuba dive and bake but not at the same time.

Been with the firm for four years. Has no financial experience but is very good for office morale