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 provides 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 attain and far to be taught” and enjoys serving present purchasers and typically new ones too.
Aside from work he additionally manages a crew of carers 24/7 for his son, residing 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 instructed 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 yr the place he travelled the East Coast and Mid West promoting journal subscriptions to college students with many attention-grabbing experiences, he mentioned.
He determined to move residence after being supplied 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 resembling 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 a radical 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 seemed again since.
Requested concerning the secret of a protracted profession, Mr Lewis mentioned: “My recommendation is to be very single minded in what you do, don’t do every little thing, be selective, usually don’t depend on others, take full accountability in your choices and check out to not take brief cuts.
“The most effective outcomes come from taking the additional bother to get it proper first time.”
He was supported till not too long ago by his “phenomenal” spouse Alicia for 54 years, however sadly she died earlier this yr.
• Tony Lewis is prone 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 protected against spambots. You want JavaScript enabled to view it..
