Nathan Lewis

Client Relationship Manager

As the longest serving member of the Logic Wealth Planning Team, Nathan has provided valuable ongoing help and support as the business has grown over many years. This means that Nathan is well known to many of our clients who often use him as their first port of call whenever they need to contact Logic Wealth Planning looking for help or assistance. 

In addition Nathan’s role leads him to explore new business opportunities within the community and as a long- time supporter of Springhill Hospice both personally and professionally, he regularly represents the company at Springhill’s Business Buddies events where local businesses join together to explore how they can help and support each other.  

Behind the scenes Nathan’s extensive experience at Logic Wealth Planning gives him a good understanding of the regulations and laws which govern the Financial Services industry, and he works closely with every member of the team to help ensure that all processes and procedures meet required accepted business practices as well as giving our clients the very best service. Nathan’s role also sees him conducting and completing research and reports to help Advisers prepare for client meetings and as follow up documents after meetings.

This makes Nathan’s role busy and varied, with no two days ever the same. In his spare time he enjoys taking relaxing holidays in the UK with Cornwall and the North East coast as his favourite areas. And when time and weather permits he enjoys a game of golf, always hopeful that he will improve his golf handicap!