Lewys Richards
Financial Advice Expert
Lewys is an award-winning, fully-qualified financial planner who specialises in pensions, investments and inheritance tax planning. By putting the client first, Lewys will listen to their current challenges and aspirations before providing impartial advice to meet their financial goals.
WHY BOOK WITH LEWYS
- Chartered financial planner
- Wealth management specialist
- Simplifies the planning process
- Inheritance tax advice
- Protection and investment options
- Commercial mortgages available
FULL BIOGRAPHY
Lewys is a very active member in his local professional community. He currently serves as the Professional Qualifications Officer for the South Wales region of the Personal Finance Society and is a committee member of the Insurance Institute of Cardiff. In the past he also served on the Novus committee - the young professionals’ group of the Insurance Institute of Cardiff - even rising to the role of President in 2018/19. He recently had to step away from some of his responsibilities to manage his volunteer hours! He regularly provides education sessions at local colleges and universities, teaching students about personal finance and the employment opportunities in the profession.
Lewys has been a financial planner since 2015 and Chartered since 2018. Having previously developed his craft at a successful local firm, he decided to set out on his own to design a modern financial planning company which places the client at the heart of the process. They use all of the software and resources available to make the financial planning process as simple and straightforward as possible for you, the client. No more complicated jargon, only great results!
Lewys’ particular area of interest is pension planning, using cashflow modelling to illustrate how you can achieve the retirement you want. This also brings in investment and inheritance tax planning wherever applicable.
He is a big believer that having the best possible technical knowledge is the key to providing an exceptional service to his clients. Hence, why he has achieved the Fellowship of the Personal Finance Society, the highest accolade possible from the PFS.
BOOK WITH FIND A BUSINESS EXPERT
When you contact an expert through our website, you can do it with complete piece of mind. All experts on FaBE have been through detailed checks to ensure they have the experience and skills to deliver a great service to our users. Find out more on our Trust page.
