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 recently joined Lewis Financial Planning & Wealth Management as a Financial Adviser, and brings with him over 10 years experience in the financial services industry. After obtaining his Diploma in Financial Advice (DipFA) and advising clients on various financial matters for the last several years, he has now started the route to chartered status by commencing the Level 6 Advance Diploma in Financial Advice with the London Institute of Banking & Finance (LIBF).

Daniel provides advice to both retail and corporate clients on a number of areas including; Insurance, Mortgages, Retirement Planning and Inheritance Tax (IHT) Solutions. He has a holistic approach to financial planning to help achieve his clients' financial goals and ambitions.

In his spare time, he likes to take his Miniature Schnauzer, Apollo, for long walks, and where possible visit European cities to learn more of their history and taste their local cuisine.

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