Our team

Rachel Lewis


Rachel has been in the financial services industry for just over 12 years, having followed in her father’s footsteps, who as an Independent Financial Adviser introduced her to the financial services industry. She left college with a BTEC Higher National Diploma in Business and Finance and spent many years working within the printing industry and eventually, she helped manage and run a printing company.

After a change in career direction, she has been working in a Paraplanning role for 10 years and enjoys working with the Financial Advisers to provide technical research and suitability reports for clients.

Outside of work you’ll find Rachel Captaining a lady’s cricket team in the West Yorkshire Women and Girls Cricket League, playing competitive rounders in the West Yorkshire Rounders League, going to the gym, walking Hattie her rescue dog rescued from Spain, spending time with her daughter, family and friends and dabbling in many a DIY project.