Louis Ewart
Louis is the third generation of his family to practise as a financial planner, following the successful careers of both his grandmother and his father. The majority of his clients are in their 40s and 50s, and value knowing their adviser will be there to support them long into retirement. That relationship often continues across generations, with Louis also advising clients’ children as they begin making their own financial decisions, from getting onto the property ladder to investing for the first time.
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.
Louis is a Certified Financial Planner (CFP) and is Chartered, as well as Fellow, with the Chartered Institute for Securities and Investments (CISI).
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.
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.
Accreditations
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Click on the accreditations for more information
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
