Veteran Monetary Planner Tony Lewis says he has no plans to retire regardless of being only a few 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 gives its greater than 50 shoppers 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 study” and enjoys serving present shoppers and generally new ones too.
Aside from work he additionally manages a crew of carers 24/7 for his son, dwelling 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 informed Monetary Planning At the moment 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 fascinating experiences, he mentioned.
He determined to move residence after being provided a stint in Vietnam (through the Vietnam struggle) 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 akin to these working for Prudential, Pearl and others. He labored at Solar Lifetime of Canada for 12 years through the interval when Abbey Life, Allied Dunbar and later Skandia have been beginning out.
After an intensive grounding in prospecting and direct gross sales, he then joined Arrowhill Monetary Planning in Harrow, as an unbiased adviser, the place he labored for one more 12 years after which in 1988 arrange Embassy Monetary Planning and hasn’t appeared again since.
Requested in regards to the secret of a protracted profession, Mr Lewis mentioned: “My recommendation is to be very single minded in what you do, don’t do all the pieces, be selective, usually don’t depend on others, take full duty to your choices and check out to not take quick cuts.
“The perfect outcomes come from taking the additional hassle to get it proper first time.”
He was supported till just lately by his “phenomenal” spouse Alicia for 54 years, however sadly she died earlier this yr.
• Tony Lewis is more likely to be one of many UK’s oldest IFAs / Monetary Planners however have you learnt anybody older nonetheless working within the career? Tell us by dropping a line to: This e-mail handle is being shielded from spambots. You want JavaScript enabled to view it..
