Lewis Benson

Following an initial professional trajectory in the financial hub of the City, where Lewis gained valuable experience with a prominent advisory firm and navigated a demanding position at one of the UK’s renowned and exclusive private banks, he transitioned to Crown Wealth Management in June 2016. Lewis currently plays a key role in assisting both new and existing clients. Additionally, he spearheads initiatives in new business development, showcasing his dedication to the growth and success of the organisation.

Passionate about a balanced lifestyle, his pursuits extend beyond life in white shirts and navy suits. As an avid CrossFit enthusiast and average runner, he thrives on the physical and mental challenges these activities offer. Fuelling his active lifestyle is a genuine appreciation for proper coffee (from an independent, of course!) and the indulgence of almond croissants. Yet, amidst these individual interests, his true joy is found in the precious moments spent with his family!

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)