About Us

When you need a helping hand with your financial planning, knowing who to speak to and trust can feel daunting.

Who we are and how we help you

Based in Llandrindod Wells in the heart of Wales, Haydn Lewis Financial Services has assisted clients with their financial planning since 1989. And with over five decades of combined personal experience, we specialise in:

 

  • Pension Planning

Whether you’re nearing retirement, setting up a pension plan while you’re still young, wanting to maximise your pension fund, or managing an employee retirement, we cover all areas of pension planning for all ages.

 

  • Investment Planning

If you’re looking to invest for growth or income, or want to know more about ISAs, Unit Trusts or tax efficiency, we will help you to create a robust investment strategy to secure your future financial well-being.

And we also support individuals with:

  • Life cover and family protection
  • Inheritance tax
  • Estate administration
  • Later life planning
  • Long-term care planning

We explain everything in easy-to-understand language that removes the confusion so often associated with financial advice and services.

To learn more, please visit our Advice & Services page.

 

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief is generally dependent on individual circumstances. 

We offer a comprehensive range of first charge mortgages from across the market that are made available to mortgage intermediaries for which we are paid a procuration fee by the lender.