Alan Lewis

LHW FINANCIAL PLANNING

Alan Lewis

Managing Director

“Freedom to Live”

18 Pembroke Road, Ballsbridge, Dublin 4

Phone : +353 1 217 0130

Email : alan.lewis@lhw.ie

Alan's Story, In His Words

“LHW is almost 50 years old. My father Ian founded this business on trust and values, and that foundation has never changed. I joined 38 years ago and have watched the world transform around us, markets, legislation, technology, everything. But what hasn’t changed is the belief that financial planning is a deeply personal thing. You can’t do it by email. The best outcomes come from real relationships, and we’ve always known that.

My name is Alan Lewis and I’m the Managing Director of LHW Financial Planning.

Inertia, Engagement & Freedom to Live

Financial inertia is the enemy of financial freedom. People know they should be doing something, but they wait, and waiting is expensive. What I’ve seen over 38 years is that the clients who engage early, who take that first step and have that first conversation, are the ones who end up with real freedom to live. It doesn’t have to be complicated. It just has to start.

At LHW, we have created a happy place to work, and I don’t say that lightly. We have nine people and over 200 years of combined experience between us. We encourage engagement, we have fun, and we get the job done. But what drives me, still, after nearly four decades, is the moment a client truly understands what “Freedom to Live” means for them. That moment of realization, that they have more choices than they thought, more security than they imagined, that’s why we do this.

From Where?

A Cork beginning and a Dublin life, the places that shaped him

Born in Cork

Where the story starts

Moved to Dublin at a young age

School, sport and career all followed

Dublin today

Leading LHW Financial Planning in Ballsbridge

Schooling

Dublin schooling, and four decades of technical training since.

  • Kill O’ The Grange, Dublin
    Primary years in the capital
  • St Andrew’s College, Dublin
    Where school days and cricket first came together
  • 40 years of technical training
    Continuous professional development to support LHW clients

Sport & Pastimes

Rugby World Cup refereeing (left) · an Old Wesley RFC presentation

Cricket

St Andrew's College · YMCA · South Leinster · MCC · Ireland · heroes: Desmond Haynes, Michael Holding, Allan Border

Golf

A lifelong love of the fairways · hero: Seve Ballestero

Rugby

Old Wesley RFC · international referee · hero: Derek Bevan

Walking

Fitness and headspace

Sporting Heroes

Derek Bevan

Desmond Haynes

Alan Border

Michael Holding

Seve Ballesteros

Family

A family business, and a family of internationals.

Father, Ian

Father, Ian From Dublin · founder of LHW · played cricket for Ireland

Mother

From Cork · at the heart of the family story

One younger sister

Wonderful wife, mother and sister to me, who sadly passed away at a young age

Married, two daughters

Gaby & Robyn · Ireland cricketers, and great people

Greatest Achievements

  • Being Dad and sharing the joy with two amazing girls (Ireland cricketers and great
    people)
  • Taking the reins from his Dad at LHW and overseeing the continued, successful
    growth, approaching 50 years of looking after clients
  • Building an incredible team of brilliant people with shared values at LHW
  • Giving LHW clients “Freedom to Live”, his greatest professional satisfaction
  • 121 caps for Ireland at cricket · Cricket Ireland Hall of Fame
  • International rugby referee: 47 major tests and a record 83 European games
  • Supporting charities and those less fortunate. Patron of Lord Taveners Ireland

What's Most Important

Serious about supporting family, friends and clients, but never taking himself too seriously.

Family & Friends

From school, rugby, cricket, golf and business, built up over a lifetime

Sense of Humour

Taking support of family, friends, work colleagues, clients & others very seriously, but not himself

LHW

His work colleagues and clients

Sport

A constant thread through every stage of life

Helping Others

Supporting those less fortunate than himself

Freedom to Live

What Alan loves to do with the freedom he helps his clients find.

Family & Friends

Time with the people who matter most

His Work

Loves his job, work colleagues and clients

Sport

Rugby, golf and the gy

Travel

Favourite places: Cork, Dublin, the West of Ireland, Cape Town, Sydney and Buenos Aires

Music

Loves all music, but particularly soul, with Stevie Wonder a favourite

Food

Last supper: prawn cocktail, then TBone steak with chunky fries

Freedom to Live – Favourite Places

Cork

Dublin

West of Ireland

Cape Town

Buenos Aires

Sydney - Australia

Sport & Business Relevance

Having operated at the highest levels of two global sports, what Alan has carried into running LHW and looking after clients.

Discipline & Work Ethic

Rigorous training and the relentless pursuit of excellence drive business growth and innovation

Resilience Under Pressure

Athletes absorb setbacks and highpressure moments, and bounce back from business challenges

Goal Setting & Strategy

Clear, measurable goals and the strategies to achieve them, essential for planning and execution

Teamwork & Leadership

Effective collaboration and leadership, crucial to building the successful team at LHW

Networking & Personal Brand

Strong personal brands and extensive networks bring instant credibility for customers

Risk Tolerance & Adaptability

Calculated risks, matched to each client's requirements and preferences, deliver the best solutions

Advice for Clients

After almost 40 years in the business, Alan's key takeaways on investments and the best decisions for customers.

Time, Not Timing

Through every crisis, including the 2008 crash, equities have rewarded those who stayed in the market. Many have tried to time it; the message is time, not timing

Do the Simple Things Well

Expert advice means avoiding the noise and focusing on real needs and wants. That principle holds for many of life's decisions

Beat Financial Inertia

Perhaps the greatest human failing. Alan encourages clients young and old to make the prudent decisions they could and should make

Expert Support Pays

However capable they are, businesses and individuals rarely have the time or resources to maximise their pensions, wealth and wellbeing alone