Haydn Lewis Financial Services is a trusted financial planning firm based in Llandrindod Wells, Wales. Established in 1989, we have proudly served clients throughout their financial journeys with the highest levels of expertise and personalized attention. With over five decades of combined experience, our team of qualified financial planners and mortgage brokers are dedicated to simplifying the complexities of financial planning and empowering you to achieve your financial goals.
Pensions Planning
Whether you're approaching retirement, initiating a pension plan, or seeking to maximize your existing fund, our experienced advisors will guide you through every step of the process. We cater to all ages and circumstances, ensuring you achieve the desired outcomes.
Investment Planning
Building a robust and diversified portfolio is crucial for securing your financial future. We offer personalized investment plans tailored to your individual goals, risk tolerance, and financial aspirations.
Additional Services
- Life cover and family protection
- Inheritance tax planning
- Estate administration
- Later life planning
- Long-term care planning
A Client-Centric Approach
We understand that financial planning can be overwhelming and confusing. Our team speaks in clear, concise language, demystifying financial jargon and ensuring you understand the various options available. We believe in transparent and open communication, building trust and lasting relationships with our clients.
Our Values
- Integrity: We uphold the highest ethical standards and adhere to industry regulations, ensuring your best interests are always at heart.
- Client-centricity: We prioritize your goals and tailor our recommendations to your unique circumstances.
- Transparency: We provide clear and concise information, explaining every step of the process and possible outcomes.
- Accessibility: We make ourselves readily available to address your questions and concerns.
Contact us today to schedule a consultation and take the first step towards achieving your financial goals with confidence.
Exceptional Service
The reviewers have praised Haydn Lewis Financial Services for their exceptional service, highlighting the friendly, efficient, and personalized approach provided by the staff. They have commended Aly Broome and Gareth, in particular, for their expertise, patience, and understanding when dealing with complex financial matters.
Praise for Mortgage Services
Several reviewers have specifically highlighted the excellent service provided for mortgage applications, with Aly Broome being praised for her ability to find the most suitable mortgage products, her willingness to explain the process in clear and understandable terms, and her availability to answer questions and provide reassurance.
Pension Services
Gareth has also received praise for his work on pension reviews, with reviewers commending his ability to explain complex financial concepts in a clear and concise manner, and his willingness to take the time to ensure that clients fully understand their options.
Highly Recommended
The majority of reviewers have stated that they would highly recommend Haydn Lewis Financial Services to others, citing the exceptional service, personalized approach, and expertise provided by the staff.
Negative Comments
There are no negative comments or criticisms in the reviews provided.
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