Lewys's reviews
Reviewed for
Insurance and Protection ( 7 )
Mortgages ( 7 )
Pensions ( 108 )
Equity Release ( 3 )
Retirement income (annuities, drawdown) ( 62 )
Investments and Savings ( 61 )
Pension Transfers - Non Specialist ( 23 )
Inheritance Planning ( 16 )
Long Term Care ( 3 )
Pension Transfers - Specialist ( 36 )
Financial Planning ( 55 )
Financial Mentoring ( 9 )
Financial Coaching ( 10 )
Reviewers' assets
£500k+ ( 31 )
£200k - £500k ( 22 )
£100k - £200k ( 11 )
Up to £50k ( 6 )
£50k - 100k ( 12 )
Review
by a verified client in Vale of Glamorgan
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Transfer of a pension
How has Lewys Richards helped you?
Looked after my pension fund for several years
Have you seen the outcome you were hoping for?
Yes absolutely
What could they have done better?
Nothing - I am 100% happy with the service provided
Lewys:
Hi Suzanne, thank you so much for taking the time to leave such a positive review! I'm delighted to hear you're 100% happy with the service provided and that your pension fund has been well looked after over the years. If you ever have any questions or wish to discuss anything further, please don't hesitate to reach out. LewysReview
by a verified client in Newport
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I like to use the correct professional people to look after my affairs, someone that is up to date and able to manage my affairs.
How has Lewys Richards helped you?
Lewys and team look after my investments, managing my financial goals and future plans tax efficiently to make sure I stay on track.
Have you seen the outcome you were hoping for?
Yes and more.
What could they have done better?
No, the service and advice is spot on.
Lewys:
Thank you for your review, Martin! It’s fantastic to hear that you value the expertise and support we provide in managing your investments and financial goals. We’re also especially pleased that the outcomes have exceeded your expectations. Financial planning is all about providing clarity and peace of mind, and it’s rewarding to know that we’re helping you stay on track for the future. If there’s ever anything more we can do to support you, please don’t hesitate to reach out. We look forward to continuing to work with you.Review
by a verified client in Caerphilly
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Advice for retirement planning
How has Lewys Richards helped you?
Has put in place a plan for my retirement and invested my funds to maximise the benefit
Have you seen the outcome you were hoping for?
Invested money is growing nicely
Lewys:
Thank you for taking the time to leave a review. I’m so pleased to hear that your investments are growing as expected. If there’s anything you’d like to revisit or adjust as we move forward, please don’t hesitate to get in touch. I look forward to continuing to support you on this journey and ensuring your retirement plans remain on track.First impression
by a VouchedFor user
6 months ago
Overall
Please provide a brief comment about your experience with Lewys
Just had a face to face meeting to discuss the service so far and haven't yet signed up for anything, but the meeting was professionally conducted and Lewys was friendly and helpful - and clearly know his stuff.
Review
by a verified client in Cardiff
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Advice regarding Pensions
How has Lewys Richards helped you?
He regularly reviews my Pensions and Investments and offers advice on my personal tax allowance
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
No
Lewys:
Thank you, Fiona, for taking the time to share your experience. I’m pleased to hear that you found my advice and regular reviews of your investments helpful. It’s always my goal to ensure that my clients feel confident in their financial planning, especially when it comes to something as important as retirement. It’s great to know that you’ve seen the outcomes you were hoping for. If there’s ever anything more I can assist you with, please don’t hesitate to get in touch.