Louis is a Fellow Financial Planner with the Chartered Institute for Securities & Investment.

He first joined Ewart & Bridgeman Advisers in 2020, after working in the SaaS (Software as a Service) industry. Having learned frameworks akin to SaaS, and developed his skills in sales and marketing, he routinely looks for new ways of working to improve client outcomes and business operations.

Louis graduated from the University of Leeds with a BA in ‘Music with Enterprise’. He was later awarded the ‘Diploma in Regulated Financial Planning’ with the Chartered Insurance Institute in April 2022, which is when he became regulated and authorised by the Financial Conduct Authority (FCA) to provide financial advice. In November 2024, he then obtained the designation ‘Certified Financial Planner (CFP)’ with the Chartered Institute for Securities & Investment (CISI).

After establishing with clients a financial plan to help them meet their objectives, Louis can advise on business planning, retirement planning, protection planning, and estate planning.

During his downtime, Louis’ interests include DJ-ing, investing and general fitness, such as running, going to the gym and playing the occasional game of squash.

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