Lewis Keates

As a Paraplanner, my role is to work as part of a team alongside the advisers and the administration team to provide our clients with a positive and proficient Financial Planning experience. My strengths lie in research, and in preparing and administering a financial plan or recommendation report for a client.

My philosophy has always been, treat people how you wish to be treated and if I say I will do something, it will be done!

This is what I’ve done…

My career in financial services started in 2001 and this is where I met the advisers I work with today. Having worked in the City and the West End of London for 8 years I have developed a wealth of experience and technical expertise in all aspects of financial planning.

When I was asked to work for gpfm it was an opportunity I couldn’t refuse as it was another chance to work with some of the best people I have worked with throughout my career (the dream team!). I have been employed by gpfm from the start and have witnessed its successful growth to where we are today.

…And this is what I’m all about

In January 2011 I relocated to Hertford to be closer to the office (nothing to do with Hertford’s many bars and restaurants!) I have a keen interest in music and I’m an avid Spurs fan. You will find me in the gym most evenings or out and about with friends and family.

Our People

Rebecca White

Apprentice

Nathan Simmons

Paraplanner

Lucy Cunningham

Client Services Manager

James Melhuish

DipPFS - Financial Planner

Scott Atkinson

DipCII, DipPFS - Director and Financial Planner

Simon Frost

APFS - Director and Chartered Financial Planner

Scott Shadwell

DipPFS - Financial Planner

Rod Edwards

DipPFA - Financial Planner

Emma Saunders

DipPFS - Financial Planner

Alistair McCann

DipPFS - Paraplanner

Crystal Mack

Client Services Manager

David Shepherd

Operations Manager

Valerie Stock

Operations Manager

Sheila Kehoe

Client Services Manager

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