Our Financial Consultants / Paraplanners

Corine Lewis

Paraplanner & Team Leader

Corine has over eight years’ experience in financial services and is DipPFS qualified. With a background in Accounting and Finance, she supports the London office, overseeing technical research and complex tax planning while working closely with advisers. She is committed to upholding high professional standards and plays a key role in ensuring clients receive clear, precise, and tailored guidance aligned with their financial objectives.

Qualifications

Accounting and Finance BA (Hons), University of Kent, DipPFS

Insights by Corine Lewis

Turn the new tax year into significantly extra income

A new tax year is not just a date on the calendar – it is an optimal chance to earn, save and protect more of your money. Cut your 2026/27 tax bill with these core financial planning considerations.

Beyond ESG or green ­labels: The opportunities, limitations and trade-offs

There are widespread claims that ESG investing positively impacts the climate and society – as well as delivers better returns compared with traditional approaches. But do these claims hold up under scrutiny? Professor Alex Edmans reveals where the reality diverges from the rhetoric.

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Read our publication covering essential financial planning ideas