0330 038 8940
Based in Newport
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: November, 2020
4.9 out of 5
Checks carried out by VouchedFor
FCA Regulated
Lewys and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 11 December 2025
Lewys and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
91
Recent Client Reviews
Lewys has received 91 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Lewys has received 91 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 11 August 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
8
Qualifications Uploaded
Lewys has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
8 qualification certificates available to view
Lewys has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Lewys has not yet added their fees to their profile
Fees not yet added
Lewys has not yet added their fees to their profile
12
Positive First Impressions
83% of VouchedFor users have had a positive (4 or 5 star) first experience with Lewys (based on 12 first impressions)
83% of users who are not yet clients had a positive first experience with Lewys
83% of VouchedFor users have had a positive (4 or 5 star) first experience with Lewys (based on 12 first impressions)
I have been a financial planner since 2015 and chartered since 2018. Having previously developed my craft at a successful local firm, I decided to set out on my own to build a modern financial planning company which places the client at the heart of the process. We use all the software and resources available to make the financial planning process as simple and straightforward as possible for you. No more complicated jargon, only great results! My 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 estate planning wherever applicable. I am a big believer that having the best possible technical knowledge is key to providing an exceptional service to my clients. Hence why I have achieved the Fellowship of the Personal Finance Society, the highest accolade possible from the PFS. I am a very active member in my local professional community. I currently serve as the Professional Qualifications Officer for the South Wales region of the Personal Finance Society; I also serve on the Insurance Institute of Cardiff committee. I regularly provide education sessions at local colleges and universities, teaching students about personal finance and the employment opportunities in this profession. We have offices in Newport and Swansea and am happy to meet at either.