Who we are
David Lewis is a Financial Adviser and Chartered Financial Planner with over 40 years experience. He has lived and worked in Chelmsford for 40 years and has developed a great knowledge of the area, taking pride in helping clients to reach their dreams and goals.
He understands that clients need to review their financial affairs regularly to ensure their current products are the most competitive. Any changes in personal circumstances are assessed, ensuring the products meet their individual and family needs, particularly in the current economic climate.