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@lewisinvestment.co.uk
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Matthew Pike is listed as Independent Financial Adviser at Lewis Investment at Lewis Investment, a company with 27 employees, based in Greater Bournemouth Area, United Kingdom, United Kingdom. AeroLeads shows a work email signal at lewisinvestment.co.uk and a matched LinkedIn profile for Matthew Pike.
Matthew Pike previously worked as Independent Financial Adviser at Lewis Investment and Employee Engagement Adviser at Aspira Corporate Solutions Limited. Matthew Pike holds Cii Level 4 Diploma, Financial Planning; Financial Services from Chartered Insurance Institute.
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AeroLeads found 1 current-domain work email signal for Matthew Pike. Compare company email patterns before reaching out.
I am a Financial Adviser with 25+ years experience in the financial services industry. I am able to advise on a wide range of financial planning areas, including wealth management, inheritance tax planning, retirement planning, protection, long term care and equity release. I hold the Diploma in Financial Planning, Certificate in Pension Transfers, Certificate in Equity Release and Certificate in Mortgage Advice. I am a member of the Chartered Insurance Institute, The Society of Mortgage Professionals & The Personal Finance Society. Where appropriate, I work closely with other professional advisers to ensure that legal and accounting aspects of my client's affairs are fully considered as a part of their financial planning.
Listed skills include Financial Advisory, Investments, Wealth Management, Retirement Planning, and 23 others.
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A career timeline built from the work history available for this profile.
Poole
Whole of market advice, helping clients with all aspects of wealth management and protection, including retirement planning, investments and commercial property syndicates. Dealing with both corporate and individual clients. Providing advice on company pension schemes (The Lewis Workplace Pension Trust) and group risk products and their benefits for.
Aspira is a financial planning and wealth management business that specialises in corporate pension & benefit schemes, along with providing wealth management services to senior executives and private individuals tailored to the individual needs of each client.My role as a financial adviser involved providing financial advice on retirement planning to.
Various Branches
Provided a high standard of financial planning advice and solutions across a range of areas to personal clients. Conducted training programs, presentations and briefings to educate advisers / account managers regarding products and business development.Acted as an Induction Consultant within role, coaching a total of 8 new entrants as Financial Advisers.
Wimborne
Led a team of 20+ colleagues, 2 managers and 5 advisers, including supervisory management of a branch based financial adviser and mortgage adviser.Accountable for all aspects of branch performance including sales (mortgage, savings, loans, investments, new accounts), risk management, costs, security, operational procedures and customer.
Other employees you can reach at lewisinvestment.co.uk. View company contacts for 27 employees →
Jo Morris
Colleague at Lewis Investment
Greater Bournemouth Area, United Kingdom
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CS
Cindy Slade
Colleague at Lewis Investment
Bournemouth, England, United Kingdom, United Kingdom
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CM
Charles Martin
Colleague at Lewis Investment
Greater Bournemouth Area, United Kingdom
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HM
Helen Marsh
Colleague at Lewis Investment
Bournemouth, England, United Kingdom, United Kingdom
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MH
Martina Hedges
Colleague at Lewis Investment
Poole, England, United Kingdom, United Kingdom
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DH
David Hayward
Colleague at Lewis Investment
Poole, England, United Kingdom, United Kingdom
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JC
Jonathan Calvert
Colleague at Lewis Investment
Poole, England, United Kingdom, United Kingdom
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RP
Richard Phelps Dip Pfs
Colleague at Lewis Investment
Bournemouth, England, United Kingdom, United Kingdom
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AW
Alastair Warwick-Smith
Colleague at Lewis Investment
Poole, England, United Kingdom, United Kingdom
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PC
Paula Convery
Colleague at Lewis Investment
Greater Bournemouth Area, United Kingdom
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Quick answers generated from the profile data available on this page.
Matthew Pike works for Lewis Investment.
Matthew Pike is listed as Independent Financial Adviser at Lewis Investment at Lewis Investment.
AeroLeads has found 1 work email signal at @lewisinvestment.co.uk for Matthew Pike at Lewis Investment.
Matthew Pike is based in Greater Bournemouth Area, United Kingdom, United Kingdom while working with Lewis Investment.
Matthew Pike has worked for Lewis Investment, Aspira Corporate Solutions Limited, Lloyds Bank, and Lloyds Banking Group.
Matthew Pike's colleagues at Lewis Investment include Jo Morris, Cindy Slade, Charles Martin, Helen Marsh, and Martina Hedges.
You can use AeroLeads to view verified contact signals for Matthew Pike at Lewis Investment, including work email, phone, and LinkedIn data when available.
Matthew Pike holds Cii Level 4 Diploma, Financial Planning; Financial Services from Chartered Insurance Institute.
Matthew Pike is listed with skills including Financial Advisory, Investments, Wealth Management, Retirement Planning, Pensions, Strategic Financial Planning, Income Protection, and Inheritance Tax Planning.
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