Daniel Lewis

Daniel Lewis, APFS, is a Chartered Financial Planner at Evelyn Partners since May 2022, specializing in bespoke financial plans for high-net-worth individuals. Prior to this role, Daniel served as a Senior Paraplanner at Close Brothers Asset Management, focusing on fund research and financial planning for clients in the sports and media sectors. Daniel's earlier experience includes a position as a Paraplanner at Charles Stanley & Co. Limited, where responsibilities included producing recommendation reports and cash flow modelling. An internship at Charles Stanley provided foundational experience in client management and trade execution, while initial exposure to the financial sector was gained during a Work Experience Insight Week at Barclays Wealth and Investment Management. Daniel holds a 1st Class BA Hons Degree in International Finance & Investment from Sheffield Hallam University and A-Levels from Ratcliffe College.