Mike Curtis-Lewis

Client Service Adviser

Additional reassurance

How Mike
supports you

Mike is currently progressing through a structured development pathway as a trainee financial planner, all whilst studying for his financial planning exams and spending time getting to know our clients.

Building relationships with those clients has been the most rewarding part of Mike’s role so far, and he is always excited to help people plan for their future and their dependants.

In Mike's
free time

Mike loves nothing more than spending time with his wife, two sons, and dog. He is passionate about sports, whether watching football and rugby or participating in running or cycling, and is a Grade 6 piano player, though he is rusty after a few years away from the keys.

Contact us

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