James Lewis

James is a financial planner with a passion for helping individuals and families make informed financial decisions. Combining technical knowledge with a client-focused approach, he aims to provide clear, practical guidance tailored to each client's unique circumstances and goals. James holds the Level 4 Diploma in Regulated Financial Planning.

Committed to building long-term relationships based on trust and professionalism, James is dedicated to delivering high-quality financial planning and supporting clients in achieving their long-term financial objectives.

James previously built an extensive career in UK Higher Education, where he held senior leadership positions, including Director of Internal Audit for two universities. In these roles, he was responsible for providing independent assurance on governance, risk management, and financial controls, while also contributing to strategic financial planning and decision-making. His experience in financial analysis and data interpretation has equipped him with a strong analytical mindset, enabling him to help clients make informed, evidence-based financial decisions.

Outside work, James enjoys participating in a range of sports, including running, karate, and tennis. He also regularly officiates as a UK Athletics Race Adjudicator and attends events across Essex and Suffolk.