Haydn Lewis Financial Services Ltd

01/06/2026

🏃‍♀️ Good luck to Menna from our office, who is taking on the Swansea Half Marathon this Sunday alongside friends Rhiannon, Tracey and Jo! 🏃‍♀️🏃‍♀️🏃‍♀️🏃‍♀️

The team is running to raise funds for the Dialysis Unit at Llandrindod Wells Hospital, which has provided invaluable support to Rhiannon’s son, Charlie.

We're incredibly proud to support their fundraising efforts and would like to wish them all the very best for race day. Go smash it, ladies! 💙👏

https://www.justgiving.com/crowdfunding/menna-bennett-3?utm_medium=CF&utm_source=CL

🏅✨

25/05/2026

Smart tax planning today gives you the freedom to enjoy your wealth on your terms.

📅 Building good financial habits doesn’t have to wait for a deadline – taking a proactive approach can help you:

Make the most of your money
Protect your future
Focus on what really matters, living life your way

Start strengthening those habits now and enjoy the peace of mind that comes from a well-planned financial future.

Let’s talk: https://www.haydnlewis.co.uk/

Taxation rules can change at any time and are dependent on individual circumstances.

Haydn Lewis Financial Services Ltd is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).

Whether you’re looking to maximise your pension, find investment opportunities, inheritance tax or estate administration, knowing where to begin can feel overwhelming.That’s where we come inAt Hayd...

22/05/2026

Looks like the ☀️ is making an appearance for the Bank Holiday weekend! 😎

Just a quick reminder that our office will be closed on Monday and we’ll be back open as usual on Tuesday from 9:00am.

Wishing everyone a fantastic long weekend! 🎉

18/05/2026

📅 It’s always a good time to make the most of your ISA allowance and build lasting financial habits.

Whether you’re focused on personal savings or long-term goals, proactively using your ISA allowance as part of a broader financial plan can make a meaningful difference to your future.

Start today to maximise your tax-efficient savings and give yourself greater financial confidence https://www.haydnlewis.co.uk/

Small steps now can lead to great financial freedom tomorrow.

The value of an investment can go down as well as up. You may get back less than the amount invested.

The favourable tax treatment of ISAs may be subject to changes in legislation in the future.

Haydn Lewis Financial Services Ltd is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).


SJP Approved 12/03/2026

11/05/2026

Thinking about your financial future? 💭

It’s always a good time to build strong habits into your planning – and one powerful strategy to consider is tax-efficient gifting. 🎁

Supporting your children or grandchildren in this way not only helps them today but also sets the foundation for their long-term financial security.

Making IHT planning part of your routine is a simple step toward giving your family greater confidence for the future.

Let’s explore how this could work for you: https://www.haydnlewis.co.uk/

Taxation rules can change at any time and are dependent on individual circumstances.

Haydn Lewis Financial Services is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).

05/05/2026

🌱 There is never a bad time to top up your pension – even a small contribution today can make a meaningful difference to your retirement.

Taking advantage of available pension tax reliefs and making regular contributions is one of the simplest ways to build long-term financial security. Small, consistent steps can add up over time and help you feel more confident about your future.

Turn pension planning into a positive habit and enjoy the benefits it brings.

Let’s plan ahead together: https://www.haydnlewis.co.uk/

The value of your investment can go down as well as up. You could get back less than you invested.

Taxation rules can change at any time and are dependent on individual circumstances.

Haydn Lewis Financial Services Ltd is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).

SJP Approved 12/03/2026

Whether you’re looking to maximise your pension, find investment opportunities, inheritance tax or estate administration, knowing where to begin can feel overwhelming.That’s where we come inAt Hayd...

01/05/2026

Just a reminder that the office will be closed on Bank Holiday Monday. We will reopen as normal on Tuesday 5th May. Have a lovely long weekend!

27/04/2026

It’s always worth taking a moment to step back and check in on your finances – and one simple habit that can make a real difference is proactive tax planning.

Tax planning isn’t just once-a-year task. Building it into your routine helps you stay prepared, make informed decisions, and keep your financial goals on track.

If you’d like to explore your options or strengthen your planning habits, we’re here to help https://haydnlewis.co.uk

Good financial habits start with small steps – and they add up over time.

Taxation rules can change at any time and are dependent on individual circumstances.

Haydn Lewis Financial Services Ltd is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).

SJP Approved 19/03/2026

Whether you’re looking to maximise your pension, find investment opportunities, inheritance tax or estate administration, knowing where to begin can feel overwhelming.That’s where we come inAt Hayd...

20/04/2026

Tax rules are set to change from April 2027 in a move which will see most people's pensions bought into their estates for inheritance tax purposes.

Combined with a long-term freeze in IHT thresholds, it is not surprising many people are turning to trusts as a way to manage their tax liabilities.

👉Learn more here:https://www.haydnlewis.co.uk/article/detail/sjpp/can-a-trust-help-protect-your-estate.html


Taxation rules can change at any time and are dependent on individual circumstances.

Trusts are not regulated by the Financial Conduct Authority.

Haydn Lewis Financial Services Ltd is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).

SJP Approved 17/4/2026

Trusts are increasingly used in the UK as a strategy to manage inheritance tax (IHT) liabilities, especially with upcoming changes to IHT rules set to affect pensions. We look at how they work in estate planning.

12/04/2026

Real or fake? Get it wrong and it could be costly.

Cyber criminals are getting smarter and scams like this one on WhatsApp are becoming increasingly common. A simple six-digit code might not seem like much, but in the wrong hands, it can give someone access to your accounts.

We want to make sure you know what to look out for when it comes to scams.

Stay informed. Stay secure.