Gareth Lewis DipPFS CertPFS (DM)

Investment Portfolio Manager

0800 612 6633

gareth.lewis@hartsfield.co.uk

Bristol Office

Professional

Gareth is an experienced FCA regulated financial planner with investment focused qualifications, sixteen years’ experience in wealth management and the ability to understand, manage and implement complex client investment strategies.

Gareth is a contributor to Sharingalpha.com, the world’s largest fund rating platform and received a Top Ranked Global Asset Allocation award in 2019. He is also currently ranked 3rd out of approximately 12,000 vetted investment professionals in top fund commentary and also won awards in the same category in 2018, 2019, 2020)

Statement of professional standing

All financial planners and advisers must have an up-to-date Statement of Professional Standing (SPS). This shows they are suitably qualified for the position and have carried out the required amount of Continuous Professional Development (CPD).

Click here to see Gareth's Statement of Professional Standing

Qualifications

You can see the qualifications Gareth holds by clicking the button below.

View all qualifications

Qualifications

CISI Investment Management Certificate Level 3

Certificate Discretionary Investment Management (Level 4)

Certificate in Financial Services – General Route (Level 3)

Certificate in Life & Pensions (Level 3)

Certificate in Mortgage Advice (Level 3)

Diploma in Financial Planning (Level 4)

DipPFS Cert PFS (DM)

EFPA European Financial Planner™

Accreditations and awards

What matters most

What matters most to Gareth about working for Hartsfield?

Hartsfield offers a ‘family feel’ and the positive, vibrant culture allows me to excel at what I do best every day.

What matters most to Gareth about his specific role?

Designing investment solutions with a clear purpose that allow our clients to turn their financial plans into reality.

What matters most to Gareth outside of work?

Keeping fit and active, spending quality time with my family, travel (exploring not only new overseas destinations but also the UK!)

Get in touch

If you’d like to speak to us or book an initial meeting, you can contact us directly or, alternatively, drop us a message here.

Bristol Office

Cheltenham Office

Wiltshire Office