Jennie Lewis

Financial Planner

As a member of the London Institute of Banking & Finance, originally from a banking background, Jennie has over 30 years’ experience in providing financial advice to clients at both a personal and corporate level.  Local to Carlisle, she has worked for large and small Financial Services Companies and prides herself on providing carefully considered bespoke advice to all clients. Jennie sees the importance of long term relationships with clients, some of whom she has been looking after for nearly 20 years.

My focus on helping clients to achieve their goals is driven by a dedication to outstanding service, with relationships at the heart of this approach.

Outside of work Jennie is a keen walker and cyclist.  She loves dining out on quality food and is fast becoming a connoisseur of speciality gins!