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Paul Lewington

Chartered Financial Planner

Expertise in

Estate Planning

Financial Protection

Investment Management

Retirement Planning

Wealth Management

Location

Based in

South East

Covers

Hampshire, Surrey, West Sussex

Paul Lewington

Chartered Financial Planner

I graduated from the University of Portsmouth in 2000 and went straight into the financial sector. I started advising clients in 2010 and became a Chartered financial planner in 2015.

I typically help individuals and families plan for their retirement and post-retirement, which includes advice on investments, planning for inheritance tax (IHT) issues, and family contingency planning. To help my clients meet these aspirations, I will use cash flow modelling to help them visualise their financial future.

I take a careful and considered approach to advising, with the aim of providing a personal and professional service.

Away from work, I can be found spending time with my family and walking various parts of the South Downs.

Expertise in

Estate Planning

Financial Protection

Investment Management

Retirement Planning

Wealth Management

Location

Based in

South East

Covers

Hampshire, Surrey, West Sussex

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