A fresh approach to your finances

I am completely happy with the service Lewys and his team have provided over a number of years, to the extent that I have recommended his services to a number of friends and family. The performance of my pensions and savings under Lewys’ stewardship has exceeded my expectations and given my family confidence in the funding of our retirement going forwards.

Lewys is very knowledgeable in his field, providing clear information and advice. His professional and approachable demeanour instils confidence that investments are being monitored closely and pro-actively and this has transpired into impressive returns to date.

Lewys has given myself and my wife sound financial advice and has taken care of us through his expertise with planning our retirement. We feel confident in his ability to help us achieve the retirement we have worked towards for many years.

Lewys was extremely helpful and very professional in his approach, so much so that I asked him to manage my account. If I had to do it all again, he would be my first choice.

The closure of an existing Final Salary pension made me think of my options for my retirement. Lewys gave me open, honest, and personal advice about what my pension transfer money could potentially do for me.

Lewys offered sound financial advice and did not push to sell me a product. He took the time to listen to our plans for the future and offered the best advice.