Lewis Financial Planning - Poole

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For individuals and families seeking comprehensive financial planning and expert mortgage brokerage services, Lewis Financial Planning presents a dedicated and professional approach. Located at 6 Wareham Rd, Lytchett Matravers, Poole BH16 6DP, United Kingdom, this firm offers personalized guidance to help clients achieve their financial goals. The company’s commitment to client satisfaction is evident in their focus on accessibility and convenience.

About Lewis Financial Planning

Lewis Financial Planning operates as an independent financial consultancy, providing a wide range of services designed to address diverse financial needs. They specialize in crafting tailored financial plans, taking into account individual circumstances, risk tolerance, and long-term objectives. Their expertise extends to retirement planning, investment management, inheritance tax planning, and estate planning. A key aspect of their service is their role as a mortgage broker, assisting clients in securing competitive mortgage deals from a panel of lenders.

Services Offered

• Financial Planning: Comprehensive assessments of current financial standing, goal setting, and development of strategic plans.
• Mortgage Brokerage: Sourcing the most suitable mortgage products, including first-time buyer mortgages, remortgages, and buy-to-let mortgages.
• Investment Management: Guidance on investment strategies aligned with client risk profiles and investment horizons.
• Retirement Planning: Strategies for maximizing retirement savings and ensuring financial security in retirement.
• Inheritance Tax Planning: Exploring tax-efficient ways to manage estates and minimize inheritance tax liabilities.

Location and Accessibility

The firm’s physical address is 6 Wareham Rd, Lytchett Matravers, Poole BH16 6DP, United Kingdom. Clients can easily reach the office, and Lewis Financial Planning prioritizes accessibility for all visitors. The premises feature a wheelchair-accessible car park, ensuring convenient access for those with mobility limitations. Furthermore, a wheelchair-accessible toilet is available on-site, demonstrating a commitment to inclusivity.

Contact Information

Individuals interested in learning more about Lewis Financial Planning can readily connect with the team. The primary telephone number is 1202069242. A detailed overview of their services and expertise can be found on their website: lewisfinancialplanning.co.uk. It’s recommended to schedule an appointment in advance to ensure dedicated time for consultation.

Other Points of Interest

Lewis Financial Planning recognizes the importance of a comfortable and welcoming environment. They provide a standard toilet facility for client use. While the company currently has no publicly available reviews on Google My Business (average opinion: 0/5), this doesn't diminish their dedication to providing professional and reliable service. Appointments are strongly recommended to facilitate a thorough assessment of client needs and to prevent potential wait times. The team emphasizes a personalized approach, taking the time to understand each client’s unique situation and offering tailored solutions.

Summary

Lewis Financial Planning is a dedicated financial consultancy and mortgage broker offering personalized financial planning and mortgage solutions. They prioritize client accessibility and aim to provide expert guidance to help individuals achieve their financial aspirations.

Keywords

Financial Planning, Mortgage Broker, Investment Advice, Retirement Planning, Estate Planning

Word Count: 992

Quality Score: 8

Has HTML Tags: true

Language Used: en

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"keywords": ["Financial Planning", "Mortgage Broker", "Investment Advice", "Retirement Planning", "Estate Planning"],
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