Morag Lewis, APFS

Financial Adviser

Morag has worked as an independent financial adviser for over 25 years. She joined Milne Craig in 2007 having previously spent 12 years as an adviser within a busy legal practice and 7 years looking after high net worth clients for a multinational IFA. Morag gained the prestigious Chartered Financial Planner title and is an Associate of the Financial Planning Society.

Morag specialises in the provision of retirement and wealth management planning from a holistic perspective but is also qualified to provide advice in relation to long-term care planning, power of attorney, guardianship and other trust cases. She also holds the Society of Law Accountants in Scotland certificate.

Email: morag.lewis@milnecraig.co.uk

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