Lewis Atkinson
Chartered Financial Planner
Lewis has been in financial services since 2017. Achieving Chartered status in 2023, he specialises in pensions, inheritance tax planning and investment advice. Lewis was recognised as one of the Hull & Humber’s Top 30 Under 30 in 2022, showing his high level of dedication.
Areas of Expertise
- Pensions
- Inheritance Tax Planning
- Investment Advice
Qualifications
- BA (Hons)
- Associate of the Personal Finance Society
- Chartered Financial Planner
What do you find most rewarding about financial planning?
Helping clients meet their 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.
What do you enjoy most 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.
Tell us a little about you outside of work
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.
