Lewis McPhail

Lewis McPhail is an experienced financial professional currently serving as an Independent Financial Adviser and previously as a Paraplanner at Chase de Vere since March 2021. Prior to this role, Lewis contributed to NHS Tayside's NHS Test & Protect initiative from October 2020 to March 2021, and completed an internship in International Operations at Swiss Life Global Solutions from August 2018 to July 2019. Lewis began a career in retail as a Sales Assistant at Rejects Department Store from June 2014 to July 2018. Lewis holds a Diploma of Education in Regulated Financial Planning from the Chartered Insurance Institute and a Bachelor of Arts degree in Business, Management, Marketing, and Related Support Services from Edinburgh Napier University, completed in 2020. Educational background includes attendance at Morrison’s Academy from 2002 to 2016.