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Jason Lewis

Jason Lewis of Custodian Wealth Ltd is based in Abergavenny. Jason has up to 22 years of Experience in Financial Services.

Permitted, Regulator Controlled Functions:
Appointed representative dealing with clients for which they require qualification
CF1 Director (AR)
CF30 Customer
CPD4 - Personal recommendation on retail investments (not broker funds)
CPD6 - Personal recommendation on Friendly Soc tax-exempt policies(not Holloway)

Previous Employment:
TenetConnect Limited01/03/2007 to 05/02/2024
Chase de Vere Independent Financial Advisers limited11/08/2016 to 30/11/2017
Affinity Financial Awareness Limited21/04/2009 to 02/07/2016
Weston Financial Partnership Ltd01/03/2007 to 06/05/2009
Acorn Independent Financial Management Ltd19/02/2009 to 24/04/2009
Quilter Financial Services Ltd19/02/2009 to 24/04/2009
Acorn Independent Financial Management Ltd28/11/2008 to 18/02/2009
Bates Investment Services Ltd13/03/2006 to 22/02/2007
Berkeley Independent Advisers Limited14/02/2006 to 06/03/2006
Berry Birch and Noble Financial Planning (Weston) Ltd14/02/2006 to 06/03/2006
Berry Birch & Noble Financial Planning (Weston) Limited15/04/2002 to 14/02/2006
Imperial Alliance Limited01/12/2001 to 19/04/2002
My Pension Expert
Investment Risk Warning: Buying investments can involve risk. The value of your investments and the income from them can go down as well as up and is not guaranteed at any time. You may not get back the full amount you invested. Information on past performance is not a reliable indicator for future performance.
Mortgage Risk Warning: Think carefully before securing other debts against your home. Your home may be repossessed if you do not keep up repayments on a mortgage or any other debt secured on it. If you are thinking of consolidating existing borrowing, you should be aware that you may be extending the terms of the debt and increasing the total amount you repay.