Lewis PatersonFinancial Adviser
Areas of Expertise
- Pensions
- Pension Transfers
- Investments
- Financial Advice
- Tax
- Wealth Management
- Portfolio Management
Qualifications
- The London Institue of Banking & Finance (DipFa – Advanced Financial Advice)
- The London Institue of Banking & Finance (DipFaFincancial Services, Regulations & Ethics)
- CISI level 3
Lewis began his career in financial services 15 years ago when he moved from the UK to Abu Dhabi. Initially working on the business development side of the company, Lewis quickly became a leading name within the industry. In his first year as an adviser, he won the award for best new talent and was rewarded with a promotion to area manager. During his early years, Lewis focused on gaining his offshore financial qualifications and later successfully gained his UK qualification after completing his Level 4 diploma for financial advisers through the London Institute of Banking and Finance (LIBF). He is currently studying for his Level 6 Pension Transfer Qualification again through LIBF.
“Having worked in the industry for a long period, the most rewarding part has been building trusting relationships with my clients and delivering them positive results.”