Lewis Financial Planning
LF
Financial Advisors
Lewis Financial Planning
6 Wareham Rd, Poole BH16 6DP
# Lewis Financial Planning
Lewis Financial Planning is an independent financial advisory firm based in Poole, serving clients across the region with comprehensive wealth management solutions. The business specialises in four core areas: mortgages, pensions, investments and protection insurance.
What distinguishes Lewis Financial Planning is their commitment to whole-of-market advice. Rather than being restricted to a single product provider, they search across available options to find solutions tailored to individual circumstances. This approach applies whether clients are first-time buyers navigating their initial mortgage, homeowners seeking better deals, or investors exploring tax-efficient savings vehicles through ISAs.
The firm addresses complex financial situations that many advisers overlook. They help clients consolidate multiple pensions accumulated across different employers, provide pension planning for divorce scenarios, and advise on inheritance tax implications. For business owners and the self-employed, they offer corporate investment strategies and critical business protection planning.
Their mortgage expertise extends beyond standard residential lending to buy-to-let properties, equity release for over-55s, and property purchases through limited companies. On the protection side, they assess life cover, income protection and serious illness insurance needs—particularly valuable for those with limited workplace sick pay.
Lewis Financial Planning positions itself as a local expert providing professional, experienced guidance. Their breadth of services means clients can consolidate their financial planning with one trusted adviser rather than juggling multiple specialists, creating continuity and a holistic understanding of their financial position.
Lewis Financial Planning is an independent financial advisory firm based in Poole, serving clients across the region with comprehensive wealth management solutions. The business specialises in four core areas: mortgages, pensions, investments and protection insurance.
What distinguishes Lewis Financial Planning is their commitment to whole-of-market advice. Rather than being restricted to a single product provider, they search across available options to find solutions tailored to individual circumstances. This approach applies whether clients are first-time buyers navigating their initial mortgage, homeowners seeking better deals, or investors exploring tax-efficient savings vehicles through ISAs.
The firm addresses complex financial situations that many advisers overlook. They help clients consolidate multiple pensions accumulated across different employers, provide pension planning for divorce scenarios, and advise on inheritance tax implications. For business owners and the self-employed, they offer corporate investment strategies and critical business protection planning.
Their mortgage expertise extends beyond standard residential lending to buy-to-let properties, equity release for over-55s, and property purchases through limited companies. On the protection side, they assess life cover, income protection and serious illness insurance needs—particularly valuable for those with limited workplace sick pay.
Lewis Financial Planning positions itself as a local expert providing professional, experienced guidance. Their breadth of services means clients can consolidate their financial planning with one trusted adviser rather than juggling multiple specialists, creating continuity and a holistic understanding of their financial position.
Services offered
Mortgage adviceEquity releaseBuy-to-let mortgagesPension planningInvestment managementTax-efficient savingsLife insuranceIncome protection and critical illness cover