Client Area

Lewis Atkinson

Chartered Financial Planner

My journey in Financial Services began in 2017 where I started in a Compliance role, focusing on the industry’s regulations, ensuring all our clients receive a fair and ethical service.

Now though I focus very much on the advice I give to meet our client’s financial and life goals. This includes building that all important pot for retirement, setting key retirement goals and ensuring all our clients feel confident about their future and their decision to retire.  I also provide advice on investments, ensuring they work hard for our clients, along with advice on Inheritance Tax Planning and identifying Protection needs.

Specialisms
  • Pensions
  • Inheritance Tax Planning
  • Investment Advice
  • Regulations
Qualifications
  • R01 – Financial Services, Regulation & Ethics
  • R02 – Investment Principles & Risk
  • R03 – Personal Taxation
  • R04 – Pensions & Retirement Planning
  • R05 – Financial Protection
  • R06 – Financial Planning Practice
  • AF5 – Financial Planning Process
  • AF6 – Senior Management & Supervision
  • AF8 – Retirement Income Planning
  • LP1 – Life & Pensions Customer Operations
  • LP2 – Financial Services Products & Solutions
  • J07 – Supervision in a Regulated Environment

What's the Best Thing About Working at IFP?

Hearing our client’s stories and working together to make their life goals become a reality. This wouldn’t be possible without the full IFP team, who I am very lucky to work alongside every day.

Now for the personal part…tell us about you

I always try to get around the UK and abroad, visiting different towns and cities to learn about the history. Admittingly, my favourite ‘history past time’ is making sure I visit the oldest pub in each city.

What Our Clients Think About Us

    Andrew M

    An excellent service all round

    "An excellent service all round. We mainly dealt with Charlie and had help from Zoey too. Great knowledge and advice regarding pensions. Cannot fault it at all. If was possibly to give 11 out of 10 we would. Would highly recommend."

    Dawn T

    The whole process was very easy

    "The whole process was very easy, it wasn't made complicated and every single step was explained to me. A representative from Informed Financial Planning, came to my house, I didn't feel pressured and I could back out at any time."

    Michael K

    Most professional company I've dealt with

    "This is the most professional company I have ever dealt with in all of my 59 years they took the time to find out what my needs were & fulfilled all my wishes if I could give 10 stars I would."

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