Seb Lewis Email
Senior Financial Planner and Financial Planning Manager @ Pembroke Financial Services Ltd - IFA's in Brighton & Shoreham
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Seb Lewis Location
- Crowborough, GB
Seb Lewis Work
- 2023 -now Senior Financial Planner and Financial Planning Manager @
- 2022 -2023 Independent Financial Adviser @
- 2019 -2022 Independent Financial Adviser @ Atrium Independent Financial Advisers
- 2018 -2019 Financial Adviser Trainee @ Atrium Independent Financial Advisers
- 2015 -2017 Client Relationship Manager @
- 2014 -2015 Business Development Manager @
- 2011 -2014 Sales Development Consultant @
- 2010 -2011 Customer Services Administrator @
- 2007 -2010 Client Services and Management @ Lewis & Co Chartered Accountants
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 Senior Financial Planner and Financial Planning Manager at Pembroke Financial Services Ltd - IFA's in Brighton & Shoreham. Seb Lewis brings experience from previous roles at Pembroke Financial Services Ltd - IFA's in Brighton & Shoreham, Atrium Independent Financial Advisers and INVICTA FINANCIAL PLANNING LLP. 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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