A fresh approach to your finances
We are an independent financial planning firm, providing advice to clients throughout South Wales.
About Vital Financial Planning
We are an experienced team of financial planners, bringing a fresh approach to your finances. Our focus is on you, meaning we take the time to really get to know you and your aspirations.
After all, our goal is simple: helping you achieve yours.
We're Top Rated for the third year!
We’re delighted to announce that VouchedFor has named us one of their Top Rated Firms in their 2026 guide, distributed by the Times and the Telegraph.
VouchedFor’s Top Rated Guide aims to identify and celebrate the UK’s best financial advice firms based on client feedback. We are delighted to have been included.
Even better, we are a Top Rated Firm for the third consecutive year.
What being Top Rated means to us
Being VouchedFor Top Rated is a tremendous source of pride for everyone at Vital Financial Planning. Hear from Lewys Richards, our director, about what our inclusion in the Top Rated Guide for a third consecutive year means to us.
You can watch the full video by clicking the play button to the left.
If you’d like to read more about our inclusion, you can click here to read our blog.
About you
Our clients say…
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.
Blackwood
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.
Newport
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.
Newport
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.
Caerphilly
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.
Nelson
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.
Caerphilly
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Contact us
If you would like to chat, please complete the form and we will call you back.
01633 919091
enquiries@vitalfp.co.uk
218 Stow Hill, Newport NP20 4HA