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WHO WE ARE

Craig Lewis

Paraplanning Team Leader

07192 483 860

Craig@portfolio.org.uk

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Craig joined Portfolio in 2011. He started his financial services career in 2004, and has worked in several busy IFA practices.

Craig is our Paraplanning Team Leader and supports the advisers to ensure that all work is undertaken in a compliant and consistent manner, and all within agreed timescales. He is the liaison between clients and the advisers, and plays a key role in the successful delivery of our Client Proposition.  He is also a designated First Aider within the office.

Craig supports directly our MD Christian Roche and our Head of Wealth David Hulse.

Craig is currently working towards Certificate level financial services qualifications.

In his spare time Craig enjoys supporting Manchester United football club, attending rock concerts and spending time with his partner and dog, Larry!

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Please contact us to discuss your requirements:

01792 483 860

info@portfolio.org.uk

Portfolio Financial Consultancy Ltd is authorised
and regulated by the Financial Conduct Authority
under the reference number 455542.

Registered in England & Wales. Registration
number is 04424786
Registered address is Unit 2, Langdon House,
Langdon Road, Swansea, South Wales SA1 8QY

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