Lewis joined Y TREE from Tilney, where he helped advise and manage discretionary assets on behalf of high net worth families, corporations and charities. At Y TREE, his time is spent advising families on their financial life strategies. Lewis has completed the CFA Investment Management Certificate and the CISI Chartered Wealth Management qualification. Away from the office, Lewis can be found searching for South London’s best restaurant or planning his next trip to an unfamiliar country.
