Our People

With over 20 years of experience in the financial services industry, Gareth brings a rare blend of analytical precision and practical insight to his role as Principal of Lewis Financial Planning & Wealth Management. Having originally studied Physics at university, Gareth applies a rigorous, evidence-based approach to financial planning, helping clients navigate complex financial landscapes with clarity and confidence.
After spending 20 years building trusted relationships within the firm, Gareth stepped into leadership and now oversees both the strategic direction of the business and its regulatory and compliance functions. His deep understanding of financial markets, combined with a commitment to integrity and transparency, ensures that every client receives tailored advice aligned with their long-term goals.
Whether you're planning for retirement, investing for growth, or seeking guidance on wealth preservation, Gareth offers a steady hand and a wealth of experience to help you make informed decisions with peace of mind.

Daniel recently joined Lewis Financial Planning & Wealth Management as a Financial Adviser, and brings with him over 10 years experience in the financial services industry. After obtaining his Diploma in Financial Advice (DipFA) and advising clients on various financial matters for the last several years, he has now started the route to chartered status by commencing the Level 6 Advance Diploma in Financial Advice with the London Institute of Banking & Finance (LIBF).

Daniel provides advice to both retail and corporate clients on a number of areas including; Insurance, Mortgages, Retirement Planning and Inheritance Tax (IHT) Solutions. He has a holistic approach to financial planning to help achieve his clients' financial goals and ambitions.

In his spare time, he likes to take his Miniature Schnauzer, Apollo, for long walks, and where possible visit European cities to learn more of their history and taste their local cuisine.

With over 8 years of experience in the financial services industry, Karan plays a vital role in ensuring the smooth and compliant operation of Lewis Financial Planning & Wealth Management. Specialising in compliance and administration, Karan brings precision, reliability, and a keen eye for detail to every aspect of the firm’s internal processes.
Karan’s dedication to upholding regulatory standards and streamlining administrative systems helps create a secure and efficient environment for both clients and advisers. Behind the scenes, Karan is the steady force that keeps everything running seamlessly.
Outside of work, Karan enjoys scuba diving and baking, though thankfully not at the same time. Whether exploring underwater worlds or crafting the perfect sourdough, Karan brings the same focus and enthusiasm to every pursuit.

Nel has been a beloved member of Lewis Financial Planning & Wealth Management for the past four years. While she brings absolutely no financial expertise to the table, her contribution to team spirit and office wellbeing is second to none.
Whether greeting clients with a wagging tail or offering emotional support during busy days, Nel ensures the office remains a warm and welcoming place. Her specialties include stress relief, snack detection, and strategic napping.