Lewis Benson

After beginning his professional journey in the financial hub of the City, where Lewis gained valuable experience at a prominent advisory firm, he took on a demanding role at one of the UK’s renowned and exclusive private banks. In June 2016, he made a strategic move to Crown Wealth Management, where he plays a key role in advising both new and existing clients.

Beyond the numbers, Lewis is passionate about promoting a healthy lifestyle. When he’s not advising clients, you’ll likely find him lifting weights at the gym or training for a marathon in the Shropshire countryside—fuelled by plenty of speciality coffee and almond croissants.

Qualifications

  • CISI Level 4 Diploma in Investment Advice (Financial Planning and Advice)
  • CISI Level 4 Certificate in Paraplanning
  • BA (Hons) Business and Financial Services

Exams

  • R01 Financial Services, Regulation and Ethics
  • R02 Investment Principles and Risk
  • R05 Financial Protection
  • UK Regulation & Professional Integrity (Investment Advice Diploma)
  • Investment, Risk & Taxation (Investment Advice Diploma)
  • Financial Planning and Advice (Investment Advice Diploma)