Chartered ALIBF, FPFS Cert CII (SMP)(ER)
Co-Founder & Managing Partner – Financial Planner
Nick began his career in the Royal Navy as a Submariner – a vocation which afforded him many transferable skills and learned values which he carries with him today. In 2019 he made a career switch becoming a Financial Planner. Within two years of starting his studies he achieved Fellowship, the highest and most coveted industry qualification available with the Personal Finance Society. Nick also holds Chartered status with the London Institute of Banking and Finance.
For us at Grayson Lewis, professional development is paramount. We aim to achieve the highest academic qualifications possible to ensure our clients receive the most suitable advice and service possible.
Nick is a passionate advocate of long-term financial planning. He says:
At Grayson Lewis we take a mindful and intentional approach to financial advice. We want to work with people who are invested in the process and actively interested in their financial planning journey. The conversations I have with my clients are deeper and more meaningful than simply discussing the performance of their investments. We talk about why they are investing their money, what is it for, when would they like to retire, would they like to send their children to private school etc. Through this approach we aim to build long-lasting relationships and add real value.
The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.