Lewis Wade

Lewis Wade

AFH Wealth Management

Lewis's reviews

Reviewed for

Insurance and Protection ( 1 )

Pensions ( 5 )

Retirement income (annuities, drawdown) ( 1 )

Investments and Savings ( 8 )

Inheritance Planning ( 2 )

Pension Transfers - Specialist ( 1 )

Financial Planning ( 3 )

Financial Mentoring ( 1 )

Reviewers' assets

£200k - £500k ( 3 )

£50k - 100k ( 1 )

Up to £50k ( 2 )

Repeat review

by a verified client in Cambridgeshire

a year ago

Overall

Advice

Service

Value

This review is a follow-up review from a client who left a review previously.

How has Lewis Wade helped you since your last review?

Lewis has revisited my pension fund values and provided advice.

First impression

by a VouchedFor user

2 years ago

Overall

Please provide a brief comment about your experience with Lewis

Very helpful and no nonsense chat.

First impression

by a VouchedFor user

2 years ago

Overall

Please provide a brief comment about your experience with Lewis

Since first contacting Lewis we have always been impressed with the timeliness of his replies, his attention to detail and follow up

First impression

by a VouchedFor user

2 years ago

Overall

Please provide a brief comment about your experience with Lewis

Very positive meeting and not rushed - Lewis spent time answering all our questions as well as taking information with good feedback re my retirement. We both felt re-assured after the meeting.

First impression

by a VouchedFor user

2 years ago

Overall

Please provide a brief comment about your experience with Lewis

Made everything well understood and did not feel pressured