Retiring doesn’t mean your life slows down. You may have more time than ever to do the things you really want to do. So, it’s important to ensure your income will support you for the rest of your life.
One of the concerns you might face is how you can maintain your current lifestyle, without diminishing your wealth. We’ll reassure you so you can enjoy your retirement. After all, it’s an exciting new chapter in your life and, with our expertise, you can feel confident in your financial position and truly make the most of it.
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 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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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