Meet Lewys Richards

Lewys has worked in financial services since 2013, jumping straight in after university. After learning his craft at a local firm, Lewys became qualified to advise clients in 2015. Following three years of providing top-quality advice and service to clients, he became a Chartered Financial Planner in 2018.

Lewys specialises in pensions and investments, focusing on putting plans in place for clients who are planning their retirement. He embraces technology, using cashflow modelling to assist his clients to live the life they want in retirement, and to enjoy their wealth while they’re able to.

Importantly

All advisers must have an up-to-date Statement of Professional Standing (SPS). This shows they are suitably qualified and have carried out the required amount of Continuous Professional Development (CPD). Click here to view Lewys’.

Outside of work

Lewys loves travelling the world with his wife and experiencing new things. Even when not jetting off, he can be found exploring the countryside in his campervan. Lewys also fundraises for local causes with Swansea Round Table.

Why Lewys started Vital Financial Planning

Lewys founded Vital Financial Planning in 2020 out of a desire to do things differently. He embraces technology and provides a modern service where clients can truly see the value of financial planning.