Business Details
37 Years
experience
Your Trusted Financial Advisers in Llandrindod Wells
Established in 1989, Haydn Lewis Financial Services has provided tailored financial planning solutions to clients across Wales and beyond. Our team combines over five decades of collective expertise to deliver clear, jargon-free advice on pensions, investments, and wealth management. Specialising in pension planning, investment strategy, and intergenerational wealth management, we prioritise client understanding through straightforward explanations of complex financial concepts. As an Appointed Representative of St.James's Place Wealth Management, we maintain rigorous regulatory standards while offering access to a comprehensive range of market-leading products. Our services extend to life cover, inheritance tax planning, estate administration, and later-life financial strategies, supported by dedicated mortgage advisory capabilities. With our base in Llandrindod Wells, we serve clients nationally while maintaining a personal, community-focused approach to financial planning.
Services
Pension Planning
Investment Planning
Life Cover
Inheritance Tax
Estate Administration
Later Life Planning
Long-term Care
Mortgage Services
Details
- Year established: 1989
Highlights and features
- Established in 1989 with over five decades of combined experience
- FCA-regulated advisory services ensuring professional standards
- Specialist knowledge in pension planning and tax-efficient investments
- Comprehensive approach covering wealth creation and preservation
- Clear communication removing complexity from financial planning
Associations and certifications
- Financial Conduct Authority
Services
Pension Planning
We provide comprehensive pension planning solutions tailored to individual circumstances. Our FCA-regulated advisers help clients maximise retirement savings through strategic contributions, fund selection, and tax-efficient withdrawals. With expertise in workplace pensions, self-invested personal pensions (SIPPs), and retirement income strategies, we ensure clients achieve financial security in their later years while maintaining compliance with evolving regulatory requirements.
Investment Planning
Our investment planning services focus on creating diversified portfolios aligned with clients' risk profiles and financial goals. We offer guidance on ISAs, unit trusts, bonds, and other investment vehicles while explaining market risks clearly. Through regular portfolio reviews and adjustments, we help clients navigate market fluctuations and optimise returns across different economic cycles, always maintaining transparency about potential capital value fluctuations.
Inheritance Tax
We specialise in developing strategies to mitigate inheritance tax liabilities while preserving family wealth. Our advisers assess clients' assets, explore tax-efficient gifting strategies, and recommend appropriate trusts or charitable donations. We provide clear explanations of current tax thresholds, exemptions, and the implications of potential legislative changes, ensuring clients make informed decisions about their legacy.
Mortgage Services
We offer access to a comprehensive range of first-charge mortgages from across the market. Our mortgage specialists help clients navigate different loan types, interest rate options, and affordability requirements. We provide impartial advice on remortgaging opportunities, new purchases, and buy-to-let investments, ensuring clients understand all associated fees, terms, and long-term financial commitments.
Estate Administration
Our estate administration support guides executors through the probate process with clear, practical advice. We help value assets, calculate potential liabilities, and navigate inheritance tax requirements. We coordinate with legal professionals to ensure proper distribution of estates while explaining complex procedures in straightforward terms, reducing the administrative burden during difficult times.
Questions
What financial planning services do you offer?
We provide pension planning, investment advice, inheritance tax strategies, estate administration support, later-life financial planning, and mortgage services.
Are your financial advisers regulated?
Yes, we operate as an Appointed Representative of St. James's Place Wealth Management, which is authorised and regulated by the Financial Conduct Authority.
How do you explain complex financial concepts?
We specialise in translating financial jargon into plain English, ensuring clients fully understand their options and potential risks before making decisions.
Do you offer out-of-hours appointments?
Yes, we provide flexible appointment times including evenings and weekends by prior arrangement to accommodate client schedules.
What areas do you cover?
While based in Llandrindod Wells, we serve clients throughout Wales and across the UK through both in-person and remote advisory services.
How are investment risks managed?
We conduct thorough risk assessments and explain market volatility clearly, ensuring clients understand that investment values can fluctuate and returns may be less than initial investments.
Reviews (1)
Ellie Williams
Nov 21, 2021
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Highly recommend. My partner and i didn't have a clue where to start when we wanted to buy our first home. I contacted Haydn Lewis Financial Services for advice and within a few hours i had a reply and the ball was rolling. Throughout the whole experience of buying our home, Aly, our mortgage advisor was always there whenever we had any questions and nothing was ever too much trouble. It could of been so daunting looking online and trying to find the best mortgage deal but Aly always had everything sorted for us and found us a deal that suits us perfectly. From the start to finally completing
