Nathan Lewis made a welcome return to Logic Wealth Planning in November 2022, having worked previously for the company for over 15 years. With extensive experience on all sides of the business he is very well known to many of our clients having built up a strong rapport over the years with all the customers he has personally met and helped.
In his role as Paraplanner, Nathan provides valuable ongoing help and support to our Financial Advisers, liaising with providers on their behalf to collect information and complete research. This in turn enables him to create a Suitability Report to summarise the reasons for the Advisers recommendations and advice and how they relate to the customer’s objectives.
Nathan also creates Portfolio Reports and Annual Review Reports, both of which are provided to our clients to give them details of how their investments have performed each year.
Nathan’s role is part of the Administration Team, so aside from his Paraplanner duties he also provides ad hoc ongoing administrative help in a variety of ways as required. Alongside the rest of the Team he also has a key focus on ensuring that all paperwork, files and transactions are completed compliantly and in line with the requirements of the FCA.
Aside from work, Nathan and his wife Becky enjoy taking holidays in the UK exploring areas like Scotland and Cornwall. Nathan has 2 adult sons from an earlier marriage, and in his spare time he enjoys a game of golf and is a Liverpool FC Supporter.