Lewis Benson

Lewis joined Crown Wealth Management in June 2016. Prior to this, he gained valuable experience from an advisory firm in the City and one of the UK’s most well-known private banks. Lewis has been awarded the CISI Level 4 Diploma in Investment Advice (Financial Planning & Advice) and will be focusing on business development and advising new and existing clients.

Lewis enjoys training at CrossFit SY1 and maintaining a healthy lifestyle. He also likes to play golf and, where possible, support local independent businesses.

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)