Lewis Financial Planning & Wealth Management Ltd

Lewis Financial Planning & Wealth Management Ltd Approved by The Openwork Partnership on 24/04/2026.

🐶 Meet the Team - Nel Lewis, Morale Officer 🐶Our Cardiff-based financial advisers are dedicated to delivering expert gui...
13/10/2025

🐶 Meet the Team - Nel Lewis, Morale Officer 🐶

Our Cardiff-based financial advisers are dedicated to delivering expert guidance and tailored solutions to help our clients achieve their financial goals.

At Lewis Financial Planning & Wealth Management, we pride ourselves on professionalism, integrity, and a commitment to excellence in every client relationship.

💼 Meet the Team - Karan Sellick, Paraplanner 💼 Our Cardiff-based financial advisers are dedicated to delivering expert g...
13/10/2025

💼 Meet the Team - Karan Sellick, Paraplanner 💼

Our Cardiff-based financial advisers are dedicated to delivering expert guidance and tailored solutions to help our clients achieve their financial goals.

At Lewis Financial Planning & Wealth Management, we pride ourselves on professionalism, integrity, and a commitment to excellence in every client relationship.

💼 Meet the Team - Dan Haines, Financial Adviser 💼 Our Cardiff-based financial advisers are dedicated to delivering exper...
13/10/2025

💼 Meet the Team - Dan Haines, Financial Adviser 💼

Our Cardiff-based financial advisers are dedicated to delivering expert guidance and tailored solutions to help our clients achieve their financial goals.

At Lewis Financial Planning & Wealth Management, we pride ourselves on professionalism, integrity, and a commitment to excellence in every client relationship.

💼 Meet the Team - Gareth Lewis, Principal / Financial Adviser 💼 Our Cardiff-based financial advisers are dedicated to de...
13/10/2025

💼 Meet the Team - Gareth Lewis, Principal / Financial Adviser 💼

Our Cardiff-based financial advisers are dedicated to delivering expert guidance and tailored solutions to help our clients achieve their financial goals.

At Lewis Financial Planning & Wealth Management, we pride ourselves on professionalism, integrity, and a commitment to excellence in every client relationship.

09/10/2025

Lewis Financial Planning & Wealth Management Ltd is an appointed representative of The Openwork Partnership, a trading style of Openwork Limited which is authorised and regulated by the Financial Conduct Authority.

Address

12 Cathedral Road
Cardiff
CF119LJ

Opening Hours

Monday 8:30am - 5:30pm
Tuesday 8:30am - 5:30pm
Wednesday 8:30am - 5:30pm
Thursday 8:30am - 5:30pm
Friday 8:30am - 3pm

Telephone

+442921113950

Website

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