About Us
At Lewis Financial our mission is to help people build the foundations towards their financial freedom. The relationships we form with our customers are at the heart of everything we do.
As a Dorset based Independent Financial Adviser I, Jason Lewis, have been working in the Financial services industry for over 10 years.
What we do: In a nutshell, we assist people in achieving a number of financial goals, whether that be buying a house, finding a better mortgage rate, planning for retirement or helping to make savings work harder, to name just a few. Everybody has different goals and the finance world can be a minefield with lots of jargon. As a specialist, my job is to guide people through that minefield, keeping advice as straightforward and understandable as possible.
If you have any questions, no matter how big or small, please do contact me and I will do all I can to help.
How can we help?
Jason Lewis
DipPFS, Cert CII (MP & ER)
Jason Lewis – Director – DipPFS, Cert CII (MP & ER)
I have worked in the financial services industry for over 10 years and I thrive on helping clients achieve their financial goals. My passion is to provide, professional independent holistic advice in a relaxed and approachable manner, with client experience being the heart of everything I do.
People’s “needs”, “wants” and “wishes” change as they grow and go through various life stages. Consequently, holistic advice must grow with them, changing and adapting to their evolving circumstances. I strive to be a continual source of guidance for my clients, throughout the ever-changing financial world and changing financial circumstances we all face.
In my spare time, I enjoy spending time with my Family and Dog, Ted. I am also keen follower of my local football team.
Cherelle Lewis – Director – Administrative Support
I have previously worked in estate agency as a lettings manager for a number of years up until 2014. I then decided to take time out of work to spend with my 2 young children. I am now excited to be assisting in the day to day running of Lewis Financial and providing administrative support. In my spare time, I enjoy spending time with my family. I also like to keep fit by being part of the local running club, playing netball and practising Yoga.
The Financial Ombudsman Service is available to mediate individual complaints that clients and financial services businesses aren’t able to resolve themselves. Click here to contact the Financial Ombudsman Service.