Lewis Benson

After an early career in the City with a leading advisory firm, and a challenging role with one of the UK’s most well-known and exclusive private banks, Lewis joined Crown Wealth Management in June 2016. Proud to have already achieved the the CISI Level 4 Diploma in Investment Advice (Financial Planning & Advice) Lewis supports both new and existing clients, and also leads on new business development. Outside of work, when he’s not with his young family, Lewis enjoys training at CrossFit SY1 and maintaining a healthy lifestyle. He also likes to play golf and, where possible, support local independent businesses.


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


  • 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)