Meet The Team


Steve Lewis


Steve founded the business in 2008 and has worked in the retirement business from the days before personal pensions!  Steve is a Chartered Insurer, MBA, and also a  Certified Coach.  The Retirement Market has been a strange passion of Steve's for many years, with the desire to help deliver client solutions that really work for all involved. 


Andrew Gilbert



Consulting Partner

Andrew is a qualified actuary and has held various senior roles in Retirement including Proposition Director, Head of Pricing and Head of Product Management.  He has sat on the Board of the Equity Release Council for two terms and is currently Vice Chair of the Institute of Actuaries Working Party on Decumulation Pathways Post-Pensions Freedoms.