It’s never too early to be thinking about retirement, but you might not be sure where to start. Perhaps you know when you want to retire, but aren’t sure how you get there? This is where we can help.
As a professional, you’ve probably built up a certain level of wealth over the years. However, you may not know exactly what sort of lifestyle it will give you. Our focus is on you and giving you confidence in your finances. We’ll work with you so you can achieve the lifestyle you want with the money you have.
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
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
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Right for you
We are independent. This means we’re not restricted in our choice of providers. Instead, we have the freedom to choose the best option for you from the entire market when putting your plan together.
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We are financial planners
As financial planners, your immediate challenges are addressed followed by looking toward the future. We will never sell you a product and the recommendations we make will be bespoke and thorough, accounting for every element in your life and finances.
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Work to become your trusted planner
Whilst we’re committed to providing a first call financial planning service, we believe this should be friendly, open and enjoyable. We want to build your trust in us, so we get to know you. Every question you ask is valued so we can build an ongoing relationship.
Why us?
We understand that there are many financial planners you could choose to work with. If you’re looking for a fresh approach to growing, protecting, and building your wealth so you can achieve your life goals, we’re the planner for you.
Why us