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.

Daniel joined the financial services industry back in 2015 as a Paraplanner and quickly progressed his career by becoming a Head of Department supervising a fairly large team, where he obtained his qualifications.

More recently, Daniel has focused on providing financial advice for retail clients on a number of areas including; Insurance, Mortgages, Retirement Planning and specialist investments (EIS/VCTs).

In his spare time, Daniel likes to take his pet Apollo for long walks around historic sites and nature reserves, and where possible visit European cities to learn more of their history and tasting local delicacies.

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