Lewis Keates
Paraplanner
Work
Lewis has worked in the Financial Services sector for more than 20 years. As a Paraplanner, his role is to work as part of a team alongside the Financial Planners to provide clients with a positive and proficient experience.
His strengths lie in research, and in preparing and administering financial plans and recommendation reports. Lewis is always available to interact with clients.
Qualifications
Rest and play
Outside of work, Lewis has a keen interest in music, and he is an avid Spurs fan. In the evenings you can usually find him in the gym and out and about with friends and family.
We asked Lewis...
How about a chat?
Let’s get together over an initial phone call and establish whether we’re the right match for your financial journey.
Gerald Pepper Financial Management Limited Registered in England and Wales No. 4179541
Registered Office: 6-7 Castle Gate, Castle Street, Hertford, SG14 1HD
gpfm financial planners is a trading name of Gerald Pepper Financial Management Ltd who are regulated and authorised by the Financial Conduct Authority under registration number 195615.
The guidance and/or advice contained within this website are subject to the UK regulatory regime, and are therefore targeted at consumers based in the UK.
The Financial Ombudsman Service is available to deal with individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service please visit: www.financial-ombudsman.org.uk
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