Seb Lewis

Senior Financial Planner at Pembroke Financial Services Ltd - IFA's in Brighton & Shoreham
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Contact Information
us****@****om
(386) 825-5501
Location
Crowborough, England, United Kingdom, UK
Languages
  • French - basic conversation -
  • German - basic conversation -

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Credentials

  • Certificate in Mortgage Advice
    Chartered Insurance Institute
    Sep, 2019
    - Sep, 2024
  • Diploma in Financial Planning
    Chartered Insurance Institute
    Feb, 2019
    - Sep, 2024
  • R04
    Chartered Insurance Institute
    Jul, 2018
    - Sep, 2024
  • CF1
    Chartered Insurance Institute
  • CF2
    Chartered Insurance Institute
  • CF5
    Chartered Insurance Institute
  • Certificate in Life & Pensions
    Chartered Insurance Institute
  • R01
    Chartered Insurance Institute
  • R02
    Chartered Insurance Institute
  • R05
    Chartered Insurance Institute

Experience

  • Pembroke Financial Services Ltd - IFA's in Brighton & Shoreham
    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Senior Financial Planner
      • May 2023 - Present

    • Independent Financial Adviser
      • Mar 2022 - May 2023

  • Atrium Independent Financial Advisers
    • Independent Financial Adviser
      • Feb 2019 - Feb 2022

      Helping existing and new clients navigate the often complicated world of financial planning.Believer in advice being an education and a journey - it doesn't always have to end with a product!From financial protection for us and the ones we love to investing for the future and retirement we can help.

    • Financial Adviser Trainee
      • Jan 2018 - Feb 2019

  • INVICTA FINANCIAL PLANNING LLP
    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Client Relationship Manager
      • Jun 2015 - Sep 2017
  • AdviserWill Ltd
    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Business Development Manager
      • Sep 2014 - May 2015

      Reporting directly to the Partners I was responsible for: - Promoting the proposition of AdviserWill and our range of products to financial advisers, will writers and estate planning specialists. - Building relationships with advisers - Delivering training and presentations - Contributing to business and process changes as appropriate based on client feedback Reporting directly to the Partners I was responsible for: - Promoting the proposition of AdviserWill and our range of products to financial advisers, will writers and estate planning specialists. - Building relationships with advisers - Delivering training and presentations - Contributing to business and process changes as appropriate based on client feedback

  • Ageas Protect
    • Sales Development Consultant
      • Oct 2011 - Sep 2014

      - Telephone based role working with a select panel of firms and advisers to promote the protection products Ageas Protect offered in the intermediary market. - Responsible for bringing in new business, increasing market penetration and maintaining business relationships. - I attended national adviser conferences and worked on a number of internal projects to increase the visibility of Ageas Protect in the market. - Telephone based role working with a select panel of firms and advisers to promote the protection products Ageas Protect offered in the intermediary market. - Responsible for bringing in new business, increasing market penetration and maintaining business relationships. - I attended national adviser conferences and worked on a number of internal projects to increase the visibility of Ageas Protect in the market.

    • Customer Services Administrator
      • Sep 2010 - Aug 2011

      Telephone and email administration servicing both clients and financial advisers on new and existing protection business. Close links with underwriting and sales teams to ensure case workloads managed efficiently in line with company targets. Handling of sensitive information from bank accounts to personal medical data. Telephone and email administration servicing both clients and financial advisers on new and existing protection business. Close links with underwriting and sales teams to ensure case workloads managed efficiently in line with company targets. Handling of sensitive information from bank accounts to personal medical data.

  • Lewis & Co Chartered Accountants
    • Accounting
    • 1 - 100 Employee
    • Client Services & Management
      • Jul 2007 - Aug 2010

      Day to day handling of client files, use of professional Accounting software IRIS & basic book keeping spreadsheets. Inbound and outbound calls to clients regarding personal and business taxation. Reporting to the director of the firm. Day to day handling of client files, use of professional Accounting software IRIS & basic book keeping spreadsheets. Inbound and outbound calls to clients regarding personal and business taxation. Reporting to the director of the firm.

Education

  • University of Southampton
    Bachelor of Science (B.Sc.), Sports and Exercise
    2007 - 2010
  • The Judd Grammar School for Boys
    10 GCSE's (A*-C) & 3 A-Levels (A-B)
    2000 - 2007

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