Meet our advisers

Jonathan Lewis

Jonathon Lewis Profile

Jonathan Lewis DipPFS

Independent Financial Adviser

About me

I have worked in banking and financial services for 35 years, and have held positions at NatWest, and Pearl Assurance Plc. I hold the level 4 Diploma in Financial Planning, and I am qualified to advise on mortgages, protection, pensions and investments. I am currently winding down the mortgage side of the business to focus on pensions and investments. This will afford me the time to stay close to my clients and conduct regular reviews.


The Mid-Wales coast