We’re delighted to announce that Lewys has qualified for this year’s VouchedFor Top Rated guide.
The Top Rated guide was created to help identify the best financial planners throughout the UK. Being included in this guide is a privilege for any financial planner and we’re proud of the work Lewys has done to qualify.
VouchedFor, like Tripadvisor but for financial planners
Consider VouchedFor as an online review system designed especially for the financial sector, like Tripadvisor. Reviews are completed solely by the client; this means they have first-hand experience with the adviser and their work.
Their online review system uses three components to create a final overall score based on service, quality of advice and value.
Currently, Lewys has a score of 4.9 out of 5 from 24 reviews. He specialises in wealth builders, those approaching retirement and those already in retirement.
What Lewys’ clients are saying
For a deeper insight into what working with Lewys is like, click here and visit his VouchedFor page. Or, for a quick look at what Lewys’ clients have to say, read below:
“Lewys took time to review all our different pension schemes and gave us very solid advice as to what they were worth, how we could consolidate some and what additional investments we needed to make in order to meet our retirement aspirations. We have annual reviews but Lewys has always been available for any questions we may have at other times. He has a very professional, amiable and mature approach which we both like.”
A huge thank you to our team
As brilliant as Lewys is, he couldn’t have won this award alone. We’d like to say thank you to our entire team: Charlotte, Tomos and Nicky. Without our team members, we wouldn’t be able to provide our clients with the level of service they have come to expect.
Charlotte is our Financial Planner and Paraplanner, receiving her Diploma in Financial Planning in 2015. She specialises in mortgage and protection advice and takes great enjoyment in helping people buy their first home.
Tomos is our paraplanner, after completing his degree in accounting and finance in 2019. He has also recently completed a Masters in Strategic Accounting. After beginning his work in financial services in 2020 he’s looking forward to gaining as much experience as possible in the upcoming years. He’s started fantastically, already passing his first two exams on route to becoming an adviser.
Nicky is our office secretary and has over 22 years experience within financial services, covering a wide range of services. In her day to day role she meets and greets our clients, as well as providing administrative support to our planners.
Most importantly, thank you to our clients
As fantastic as our team is, we wouldn’t be able to do what we do without every single one of our clients. We’d like to take this opportunity to thank you for trusting us to help you achieve your goals.
Keeping up to date
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If you live in South Wales and need financial advice, please contact us today. Whether it’s wealth building, planning and improving your retirement or home buying, we’ll help you.
