Seb Lewis Email
Financial Planning Manager @ Pembroke Financial Services Ltd - IFA's in Brighton & Shoreham
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Seb Lewis Location
- Crowborough, GB
Seb Lewis Work
- Financial Planning Manager @ (May 2023 - Present)
- Independent Financial Adviser @ Atrium Independent Financial Advisers (February 2019 - February 2022)
- Financial Adviser Trainee @ Atrium Independent Financial Advisers (January 2018 - February 2019)
- Client Relationship Manager @ (June 2015 - September 2017)
- Sales Development Consultant @ (October 2011 - September 2014)
- Customer Services Administrator @ (September 2010 - August 2011)
- Client Services and Management @ Lewis & Co Chartered Accountants (July 2007 - August 2010)
- Financial Planner @ (March 2022 - May 2023)
- Business Development Manager @ (September 2014 - May 2015)
Seb Lewis Education
- University of Southampton
Bachelor of Science (B.Sc.) (Sports and Exercise)
2007-2010 - The Judd Grammar School for Boys
10 GCSE's (A*-C) & 3 A-Levels (A-B)
2000-2007
Seb Lewis Skills
- Will Writing
- Lasting Powers of Attorney
- Estate Planning
- Sales
- Customer Support
- Critical Illness
- Life Insurance
- Income Protection
- Management
- Account Management
- Risk Management
- New Business Development
- Business Relationship Management
- Insurance
- Sales Management
- Financial Services
- Business Development
- CRM
- Medical Underwriting
- Problem Solving
- Call Centers
- Customer Relationship Management (CRM)
- Relationship Management
- Customer Relationship Management Crm
- Business Relationship
- Customer Relationship Management
Seb Lewis Summary
- Seb Lewis, based in Crowborough, GB, is currently a Financial Planning Manager at Pembroke Financial Services Ltd - IFA's in Brighton & Shoreham. Seb Lewis brings experience from previous roles at Atrium Independent Financial Advisers, INVICTA FINANCIAL PLANNING LLP and Ageas Protect. Seb Lewis holds a 2007 - 2010 Bachelor of Science (B.Sc.) in Sports and Exercise @ University of Southampton. With a robust skill set that includes Will Writing, Lasting Powers of Attorney, Estate Planning, Sales, Customer Support and more. Seb Lewis has 1 emails on RocketReach.
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