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...

Your favourite holiday destination?

Portugal

Your favourite song to play in the car?

Why Don’t You Tell Me - Industry Standard Vol.1

The first album you bought?

Bad by Michael Jackson

If you could be any fictional character, who would you be?

Iron Man

When the dessert menu arrives, what are you looking for?

Cheesecake

Our team

Committed, strong and driven are just three words to describe our trusted team. Meet the individuals who will go the extra mile for you.

Scott Atkinson

Managing Director & Chartered Financial Planner

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Katie Hately

Chartered Financial Planner

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Simon Frost

Managing Director & Chartered Financial Planner

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Emma Saunders

Financial Planner

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Scott Shadwell

Financial Planner

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Lewis Keates

Paraplanner

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Paige Howles

Paraplanner

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Heidi Cunningham

Client Services Support

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David Shepherd

Head of Business and Finance

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Rosie Wills

Client Services Manager

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Michelle Good

Operations and Compliance Manager

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