Individuals

Meet the team

Matt Lewis

Hello, I'm Matt Lewis

Chartered Financial Planner

Matt has been part of the EQ team since 2015 as a Financial Planner. He is recognised as a Chartered Financial Planner and holds the Investment Management Certificate. Over the last 10 years Matt has been advising private clients on a holistic basis, taking into account their investment, retirement and protection needs. He believes that an extremely high level of knowledge of financial planning is essential to ensure that the best level of service can be received by his clients. Outside of work Matt enjoys sport, being a regular skier, runner and triathlete. He has completed various marathons and the Wales Ironman Triathlon.

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My latest content and recommended reading

Blog

Autumn Budget 2021

Chancellor strikes positive note with ‘Age of optimism’ Budget.

Matt Lewis
Matt Lewis,

27/10/2021

9 min read

Blog

Is cash still king in a crisis?

The quintessential safe haven has its drawbacks.

Matt Lewis
Matt Lewis,

04/06/2020

2 min read

Blog

Getting to grips with the pensions lifetime allowance

The Lifetime Allowance for pension savings brings plenty of challenges.

Matt Lewis
Matt Lewis,

18/05/2020

2 min read

Blog

Can you still retire soon?

If you’re nearing retirement, the recent market volatility might leave you feeling anxious.

Matt Lewis
Matt Lewis,

30/04/2020

3 min read

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