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Howard is Lewis Brownlee Financial Service’s highly esteemed Platform Specialist. As such, he is responsible for expertly managing the day-to-day operations of the firm’s wealth management platforms. Supporting both advisers and clients alike, Howard is regarded for his accuracy, his technical prowess, and his ability to put people at ease.
Originally a Maths graduate from Portsmouth University, Howard joined the firm in 2010 as a Paraplanner. His technical capabilities and empathetic approach with clients quickly marked him out as a client-facing operational specialist; and Lewis Brownlee have been very fortunate to secure him in this vital role.
Howard thrives on recommending potential solutions to accommodate client requirements. It is then little wonder that he has an aptitude for problem-solving appropriate remedies for the various technical issues that come up in the busy financial planning day.
Always keeping a trained eye out for relevant technical developments, Howard ensures those adopted by the firm remain compliant with all policies and guidelines. It also falls to Howard to assess and mitigate any risks associated with introducing any new technical approaches, and to advise senior colleagues as appropriate.
It will come as little surprise then to learn that Howard is extremely courteous by nature, very diplomatic and highly professional at all times – he is a team player greatly respected by his colleagues and a valued member of the Lewis Brownlee team.
Authorised and Regulated by the Financial Conduct Authority. Registered in England company number 6597644
Telephone: 01243 767 469 | Email: firstname.lastname@example.org | www.lewisbrownleefinancial.co.uk
Appledram Barns, Birdham Road, Chichester, PO20 7EQ£500-£2,000