Veteran Monetary Planner Tony Lewis says he has no plans to retire regardless of being just some months away from his 82nd birthday.
His one-man enterprise, Embassy Monetary Planning, operates from his residence workplaces in Finchley, North London, and has been authorised by the FCA and its predecessors since 1988.
His agency affords its greater than 50 purchasers funding, retirement planning, life assurance, mortgage recommendation and different Monetary Planning providers.
He says that he has “no plans or time” to retire as a result of he believes there’s nonetheless “a lot to realize and far to study” and enjoys serving present purchasers and typically new ones too.
Other than work he additionally manages a workforce of carers 24/7 for his son, dwelling at residence, who has particular wants.
To maintain match and to “indulge his aggressive instincts” he enjoys enjoying strolling soccer twice per week as goalkeeper.
Tony informed Monetary Planning As we speak that started working at 16 in his father’s retail pram, nursery items and toy enterprise however at 21 he left the enterprise and went to the US for a 12 months the place he travelled the East Coast and Mid West promoting journal subscriptions to college students with many fascinating experiences, he stated.
He determined to move residence after being provided a stint in Vietnam (in the course of the Vietnam warfare) or the choice to go straight again to the UK.
He began in insurance coverage at 22 with Solar Lifetime of Canada within the days of firm reps calling at doorways reminiscent of these working for Prudential, Pearl and others. He labored at Solar Lifetime of Canada for 12 years in the course of the interval when Abbey Life, Allied Dunbar and later Skandia have been beginning out.
After an intensive grounding in prospecting and direct gross sales, he then joined Arrowhill Monetary Planning in Harrow, as an unbiased adviser, the place he labored for an additional 12 years after which in 1988 arrange Embassy Monetary Planning and hasn’t regarded again since.
Requested in regards to the secret of an extended profession, Mr Lewis stated: “My recommendation is to be very single minded in what you do, don’t do every part, be selective, usually don’t depend on others, take full accountability to your selections and take a look at to not take brief cuts.
“The very best outcomes come from taking the additional bother to get it proper first time.”
He was supported till just lately by his “phenomenal” spouse Alicia for 54 years, however sadly she died earlier this 12 months.
• Tony Lewis is more likely to be one of many UK’s oldest IFAs / Monetary Planners however are you aware anybody older nonetheless working within the occupation? Tell us by dropping a line to: This e mail tackle is being shielded from spambots. You want JavaScript enabled to view it..
