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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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.

My specialities are...

Financial planning

Investment

Retirement Planning

Tax planning

Get in touch if you want to know more

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My latest content and recommended reading

Blog

How will the Spring pension changes affect you?

Chancellor Jeremy Hunt made major changes to how pension savings work when he set out his Spring Budget. Higher and additional rate taxpayers will be able to put more money into their pensions and receive marginal tax relief, but it is not only the wealthy who will benefit from the changes. The extra annual allowance will help you if need to bolster your pension pot ahead of retirement.