About
Tom Lewis is a financial advisor at Oakglen Wealth Planning with over 10 years of experience in wealth management. He works with working professionals and families on financial planning and wealth building. Lewis is based in New Jersey.
Experience
- Oakglen Wealth PlanningFinancial Advisorcurrent2025 — present
- Government of JerseyCustomer Service Advisor2025
- Career BreakCareer transition2024 — 2025
- HSBCPremier Relationship Wealth Manager (Jersey)2023 — 2024Jersey
- HSBCWealth Manager (Expat)2020 — 2023
- LGT Wealth ManagementInvestment Analyst2019 — 2020Jersey
- VantageWealth Manager2018 — 2019Jersey
Education
- The Chartered Institute for Securities & Investment (The CISI)Private Client Investment Advice & Management, Level 62015 — 2018
- University of LeedsBachelor of Arts - BA, Philosophy2006 — 2010
Skills & more
Holistic Financial PlanningFinancial PlanningWealth Management ServicesInvestment Advisory ServicesInvestment ManagementInvestment AnalysisBankingSalesBehavioral Finance
From Tom's professional profile.
Colleagues at Oakglen
Aaron Ali
Senior Administrator at Oakglen
Alex Smyth
Head of Fund Services at Oakglen
Alfie Maylin
Trainee Administrator at Oakglen
Allan Stewart
Managing Director - Jersey at Oakglen
Amy-Jane Hamon
Compliance Manager at Oakglen
Anne-Marie Sinclair
Front of House Receptionist at Oakglen
Austin Mutambirwa
Assistant Manager – Client Financial Reporting at Oakglen
Bella Tayler
Trainee Investment Manager - UK at Oakglen
Frequently asked questions
- Where does Tom Lewis work?
- Tom Lewis is Financial Adviser at Oakglen.
Same school
Also attended The Chartered Institute for Securities & Investment (The CISI)41
Stephen ChandlerManaging Partner at Notion CapitalSanchit DhotePrincipal at Outward VCDaniel GaizeInvestment Associate at Future Planet CapitalMichael BurnettManaging Partner at Fuel VenturesJames SteelSenior Associate at Fuel VenturesLucy GazmararianFounder and Managing Partner at Token Bay Capital
+ 35 more
Also attended University of Leeds127
Joseph StolermanInvestor at Index VenturesLaura CliffordTalent Director at NorthzoneJason MorrisVice President, Investor Relations at Sapphire VenturesIan MilbournGeneral Partner & COO at Notion CapitalJohn MesrieOperating Partner at Inreach VenturesPhil TomkinsonFinance & Portfolio Associate at Giant Ventures Global Llp
+ 121 more
Shared employers
Also worked at Oakglen Wealth Planning8
Chris HallManaging Director - Oakglen Wealth Planning at OakglenBronagh MartinCompliance Manager at OakglenDavid TroySenior Wealth Manager at OakglenJohn RamsaySenior Financial Adviser at OakglenScott CullinaneFinancial Adviser at OakglenRegitze PetersenTrainee Financial Adviser at Oakglen
+ 2 more
