Lewis Wade DipPFS, Cert CII (MP)
Independent Financial Adviser
About me
I was a Helicopter Engineer in the Royal Navy before starting my career as a financial adviser in 2019, in which I’ve learnt valuable transferable skills such as a keen eye for details and the importance of trust.
I have gained a wealth of experience within the Financial Industry and the approach I will always take with my clients is to listen to them first and really try to understand what they want to achieve, whilst working to attain the best outcome for them.
I like to be open and honest – I speak plainly to ensure that my clients understand every aspect of our conversations, so that they can clearly see the benefits of the advice and have the ability to make informed decisions with confidence. I pride myself on being approachable, transparent, and committed to doing what’s best for my clients.
Outside of work I have two young children and two dogs, so most of my free time is spent running around after them, if we aren’t planning our next camping trip!
Location
West Midlands, Oxfordshire and surrounding areas