Face to Face
Face to Face
Lewys is a very active member in his local professional community. He currently serves as both the Professional Qualifications Officer and the Education Outreach Ambassador for the South Wales region of the Personal Finance Society. He also serves as the Secretary and the Social Media Officer of the Insurance Institute of Cardiff. In the past he also served on the Novus committee - the young professionals’ group of the Insurance Institute of Cardiff - even rising to the role of President in 2018/19. He recently had to step away to manage his volunteer hours! He regularly provides education sessions at local colleges and universities, teaching students about personal finance and the employment opportunities in this profession.
Lewys has been a financial planner since 2015 and Chartered since 2018. Having previously developed his craft at a successful local firm, he decided to set out on his own to design a modern financial planning company which places the client at the heart of the process. They use all of the software and resources available to make the financial planning process as simple and straightforward as possible for you, the client. No more complicated jargon, only great results!
Lewys’ 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 inheritance tax planning wherever applicable.
He is a big believer that having the best possible technical knowledge is the key to providing an exceptional service to his clients. Hence, why he has achieved the Fellowship of the Personal Finance Society, the highest accolade possible from the PFS.
Lewys was extremely helpful and very professional in his approach, so much so that I asked him to manage my account. If I had to do it all again, he would be my first choice.