Individuals
Meet the team
Matt Lewis
Hello, I'm Matt Lewis
Chartered Financial Planner
Financial Planner and holds the Investment Management Certificate.
Over the last 10 years Matt has been advising private clients on a holistic basis, taking into account their investment, retirement and protection needs. He believes that an extremely high level of knowledge of financial planning is essential to ensure that the best level of service can be received by his clients.
Outside of work Matt enjoys sport, being a regular skier, runner and triathlete. He has completed
various marathons and the Wales Ironman Triathlon.
Matt has been part of the EQ team since 2015 as a Financial Planner. He is recognised as a Chartered Financial Planner and holds the Investment Management Certificate. Over the last 10 years Matt has been advising private clients on a holistic basis, taking into account their investment, retirement and protection needs. He believes that an extremely high level of knowledge of financial planning is essential to ensure that the best level of service can be received by his clients. Outside of work Matt enjoys sport, being a regular skier, runner and triathlete. He has completed various marathons and the Wales Ironman Triathlon.
My specialities are...
Get in touch if you want to know more
We are proud of the relationships that we build with our clients. We look after their money as if it was our own.
My latest content and recommended reading
Blog
Inflation and your money
We look at what inflation is, why it matters and what you can do to help navigate it.
11/10/2022
4 min read
Blog
Autumn Budget 2021
Chancellor strikes positive note with ‘Age of optimism’ Budget.
27/10/2021
9 min read
Blog
Is cash still king in a crisis?
The quintessential safe haven has its drawbacks.
04/06/2020
2 min read
Blog
Getting to grips with the pensions lifetime allowance
The Lifetime Allowance for pension savings brings plenty of challenges.
18/05/2020
2 min read