We’re proud of our fantastic team here at Vital Financial Planning and wanted to give you the opportunity to learn a little bit more about them. Here’s your chance to learn all about the man who started everything here at Vital, Lewys.
Lewys Richards
Lewys is our Director and Chartered Financial Planner. He started his financial services career back in 2013, joining a firm straight from university, where he trained as a Paraplanner before becoming a Financial Planner. Lewys has been advising clients for more than five years, receiving his Chartered Financial Planner status in 2018.
While working at his previous firm, Lewys soaked up as much information and experience as possible. It was then that he realised many firms operated in certain ways as “that’s how it’s always been done” and this attitude prevented the client from seeing the true benefits of financial planning.
The beginning of Vital Financial Planning
It was at this point that Lewys decided to start Vital Financial Planning. He wanted to look at the process from the client’s point of view, learn what the client wants and see where true value can be brought to them. Our belief here at Vital Financial Planning is that everyone can benefit from financial planning, but not everyone requires financial advice. Therefore, we focus on financial planning first, only providing financial advice later if it’s needed.
It’s Lewys’ ambition that financial planning is easily accessible for everybody and the benefits are visible for everyone.
Who Lewys works with
While Lewys helps people in various scenarios, his favourite clients to work with are those that are approaching retirement. He finds satisfaction in helping clients who come to their first meeting with a multitude of pensions and no idea of their value. Taking them through the process to understand how much they have and the steps they can take to achieve their goals in retirement.
Proudest moment
As a new company (just one year old!), Lewys is happy to admit that his proudest achievement is starting Vital Financial Planning. As well as this, he’s extremely proud of the first major milestone Vital FP took when hiring new members of the team, Tom and Charlotte (check in soon for their interviews). It was at this point that he was able to see Vital taking shape and have since gone from strength to strength ever since.
Lewys also feels immense joy every time a client can achieve their goals, such as early retirement, thanks to the hard work he carries out.
To find out more about the Vital FP team please use the links below.
To meet Charlotte, please click here.
To meet Tomos, please click here.
