Lewis Financial Planning & Wealth Management

What We Do

Find out more about the services we offer.

Mortgages

Not only do you need to consider which mortgage is best for you, you also need to think about which interest rate options are most likely to suit your needs.

Pension Planning

Here, we explain why pension planning is so important, and describe some of the options available to you.

Investments

Investing money needs careful consideration and you need to be absolutely sure of the risks involved.

Protection

The cost of insurance, particularly life insurance has fallen over recent years, whilst the quality of cover has in many cases increased.

Online Tools

Check out our financial tools.

Financial Calculators

Market Data

Research Links

My Portfolio

About Us

At Lewis Financial Planning & Wealth Management we pride ourselves in helping you reach your lifestyle goals.

Our team of accredited advisers and support staff are here to provide you with the financial planning and organisation you need to achieve them. Lewis Financial Planning & Wealth Management, formerly Dugdale Taylor & Co which was established in 1999, has a wealth of financial service experience. We have helped over 4,000 clients with their financial planning, from purchasing their first homes to planning for a comfortable retirement.

In fact, we believe that the relationship between adviser and client is paramount, in order to take the right financial journey.

Get In Touch

Main Office

12 Cathedral Road
Cardiff

CF11 9LJ

Telephone. 02921 113950

Email. infolewisfpwm.co.uk