Arrange Consultation

Simon Lewis

Chief Executive Officer
I was appointed Managing Director of PMW in October 1996, at the tender age of 29. Running a business can be challenging and I feel I have learnt a lot since the days when my enthusiasm exceeded my experience. There is no doubt in my mind that the key to success is having a great team of people delivering an honest and sound proposition; I believe this helps to explain why most of our current clients have been with us for over 20 years. Taking the long term view is important in lots of respects and I am proud that despite the significant turbulence in financial markets that has been experienced along the way, I have steered the company to profit over the last 22 consecutive years. As well as running the business I still act as Chartered Financial Planner for many of PMW’s Wealth Management clients. When I am not working, I enjoy spending time with my family and when time permits, indulge my passion for rugby and sailing.
Arrange complimentary consultation

Once we have assessed your needs we will arrange an initial meeting at our offices in Esher, Surrey. We can also offer a virtual meeting if this is your preference. The meeting will be with one of our Chartered Financial Planners and will be at our expense (you will not be charged). The purpose of the meeting will be to discuss your circumstances and objectives and understand what we can do to help. Advice will not be provided at your first meeting, although if we believe we can help you to achieve your objectives we will explain your options and outline any costs.

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