0292 053 8857
Based in Penarth
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FCA Regulated
Lewis and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 04 May 2025
Lewis and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Recent Client Reviews
Lewis has not received any client reviews in the past 12 months
Lewis has not received any reviews in the last 12 months
Lewis has not received any client reviews in the past 12 months
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: 01 April 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.
Qualifications Uploaded
Lewis has not yet added their qualifications to their profile
Qualifications not yet added
Lewis has not yet added their qualifications to their profile
Transparent Fees
Lewis has not yet added their fees to their profile
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Lewis has not yet added their fees to their profile
Checks carried out by VouchedFor
FCA Regulated
Lewis and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 04 May 2025
Lewis and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Recent Client Reviews
Lewis has not received any client reviews in the past 12 months
Lewis has not received any reviews in the last 12 months
Lewis has not received any client reviews in the past 12 months
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: 01 April 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.
Qualifications Uploaded
Lewis has not yet added their qualifications to their profile
Qualifications not yet added
Lewis has not yet added their qualifications to their profile
Transparent Fees
Lewis has not yet added their fees to their profile
Fees not yet added
Lewis has not yet added their fees to their profile
For me, financial planning should be at the centre of everyone’s lives, ensuring that you achieve your ambitions and goals, without costly mistakes along the way. Recognising that everyone’s personal situations are unique, I will take the time to get to know you and what’s important. Whether it’s a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, running a prosperous business or leaving a legacy to your loved ones or a cherished cause, I can work with you every step of the way. Cadre Wealth is an Independent, Fixed Fee, Evidence-Based financial planning firm. As founder and director at Cadre Wealth, I have the pleasure of working closely with Tax and Finance experts to help our truly unique client base.
Offers available through VouchedFor
Contact Lewis through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Lewis's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
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Savings
Clients' level of financial expertise
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
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Adviser Disclaimer
Your capital is at risk, investments can fluctuate in value and investors may not get the amount back they initially invest. Past performance is not a guide to future performance. Tax rules can change at any time. Cadre Wealth is a trading name of Lime Wealth Limited which is an Appointed Representative of ValidPath Limited. ValidPath Limited is authorised and regulated by the Financial Conduct Authority, Firm Reference Number 197107. Registered in England and Wales, registered number 14573541. Registered office address: Unit B, Off Edge, Station Approach, Penarth, CF64 3EE.