We offer a free initial consultation in order to better understand your circumstances.

During the meeting, we will review your current circumstances and objectives.

We will then evaluate your total portfolio, including risk and asset allocation.

The result will be a set of clear and concise recommendations to improve your current financial, tax, debt and protection situation.

If you become a client of Lewis's Financial Planning Ltd, we would aim to provide you with a high quality on-going service.

Our advice is offered on a fee or commission basis as and when require us, but we are committed to sitting down and reviewing things with you at least once a year in order that all areas of your plan remain on track.

After all, things change. As you go through life families grow, objectives change our incomes change, our asset position changes, our health can change and we need to look after all your changing needs.

We believe that solid relationships are based on trust and sound, unbiased advice. We will work together with you over the short, medium and longer term to maximise your financial situation.

Our aim is to increase the overall wealth, and protect our clients by offering the best quality of financial advice and service that we can