Lewis Pollexfen

An economics graduate with over a decade of financial services experience, Lewis is one of few advisers in the UK to have earned the globally recognised Certified Financial Planner (CFPTM) designation. This reflects his commitment to the highest standards of financial planning and its ability to help people get the most out of their finances in striving for financial security and freedom.

Throughout his career, Lewis has had the privilege of working with a diverse range of clients at all life stages with all manner of hopes, dreams and resources, each with unique financial opportunities and challenges. His experience spans various roles across small- and medium-sized financial planning practices, working alongside some of the UK’s most experienced and accomplished professionals, allowing him to refine his approach by collating best practices from each firm and advisor with whom he has collaborated.

Lewis takes a holistic approach to financial planning, ensuring his advice is technically sound, relevant, and practical in the real world for each person’s unique circumstances and preferences. He believes financial planning should be reassuring and empowering, giving peace of mind and the clarity needed to make informed decisions in service of life’s goals. Lewis is dedicated to building long-term relationships with the people with whom he works, guiding them through life’s transitions with confidence.

His comprehensive knowledge and passion for helping people navigate their financial futures make Lewis a trusted and valuable advisor in the Frazer James team.