Lewis's reviews
Reviewed for
Insurance and Protection ( 22 )
Mortgages ( 26 )
Pensions ( 47 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 17 )
Investments and Savings ( 32 )
Pension Transfers - Non Specialist ( 13 )
Inheritance Planning ( 4 )
Long Term Care ( 3 )
Pension Transfers - Specialist ( 10 )
Financial Planning ( 21 )
Financial Mentoring ( 3 )
Financial Coaching ( 5 )
Reviewers' assets
£500k+ ( 3 )
£200k - £500k ( 6 )
£100k - £200k ( 4 )
£50k - 100k ( 4 )
Up to £50k ( 14 )
Review
by a verified client in Caerphilly
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My partner and I were recommended Lewis Parry from a very good friend as we wanted pension and savings advice.
How has Lewis Parry helped you?
Lewis has provided us with sound financial and pension advise so I could make informed decisions about my retirement plans.
Have you seen the outcome you were hoping for?
Yes I am very pleased with the advise Lewis has since we joined SJP.
What could they have done better?
Lewis has been outstanding in the advise and guidance he has provided. Lewis is very professional and knowledgeable on all areas of our financial planning it has been a pleasure to work together over the last few years.
Review
by a verified client in Rhondda Cynon Taff
7 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Unhappy with previous adviser
How has Lewis Parry helped you?
We have regular meetings to discuss our life plans including major purchases and plans for working less. Lewis provides us with the guidance we need to make the right decisions for us and give us confidence that we have proper control over our finances
Have you seen the outcome you were hoping for?
Yes, my investments have grown in line with my expectations
What could they have done better?
Can't think of anything, Please keep doing what you've been doing.
Review
by a verified client in Caerphilly
7 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Remortgage
How has Lewis Parry helped you?
Helped me get the best deal available to me
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing, they were great
Review
by a verified client in Rhondda Cynon Taff
7 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was looking for advice about retirement and investments for myself and my wife
How has Lewis Parry helped you?
He looked all our pensions and investments and gave us some great advice and explanations to help us decide our options going forward
Have you seen the outcome you were hoping for?
Yes so far so good
What could they have done better?
No not really
Review
by a verified client in Gloucestershire
7 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Had some money aside that we wanted to produce some more value
How has Lewis Parry helped you?
He has analysed our current financial situations along with our long term objectives and he has come up with a tailored plan for us
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Difficult to say, Lewis is very approachable and reasonable, along with a good financial knowledge