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Robert Lewis is a seasoned financial professional with extensive experience in independent financial advising and governance. As Co-founder and Independent Financial Advisor at Celtic Financial Planning Ltd since November 2018, Robert emphasizes long-term client relationships to help achieve financial goals. Additionally, Robert serves as a North Wales Net Zero Ambassador, advocating for sustainability in the region. Other notable roles include School Governor at Mold Alun High School, Director at Fincate, Co-Founder of North Wales Social, and various leadership positions at Carer Ventures Ltd and NEWCIS. Robert's foundation in financial services includes significant operational roles at Heritage Financial Solutions Ltd and Close Brothers Asset Management, complemented by continuous education from the Chartered Insurance Institute and The Chartered Institute for Securities & Investment.