Lewis Financial Planning - Poole

Lewis Financial Planning is a financial consultancy and mortgage brokerage firm located at Address: 6 Wareham Rd, Lytchett Matravers, Poole BH16 6DP, United Kingdom. They can be reached at Phone: 1202069242 or through their website at Website: lewisfinancialplanning.co.uk.

The company specializes in providing financial consulting services, including retirement planning, investment management, and tax planning. They also offer mortgage brokerage services, helping clients find the best mortgage options for their needs. Whether you're looking to plan for your financial future or purchase a new home, Lewis Financial Planning has the expertise and experience to help you achieve your goals.

One of the key features of Lewis Financial Planning is their commitment to accessibility. Their office is equipped with a wheelchair accessible parking lot and restroom, making it easy for clients of all abilities to visit and consult with their team. They also have a restroom on-site for added convenience.

When it comes to reviews, Opinions: This company has 0 reviews on Google My Business. However, this does not necessarily reflect the quality of their services. It's always a good idea to do your own research and due diligence when choosing a financial consultant or mortgage broker.

Based on the information available, here is a recommended approach for someone looking for financial planning or mortgage brokerage services:

1. Visit the Lewis Financial Planning website to learn more about their services and team.
2. Give them a call at Phone: 1202069242 to schedule an initial consultation.
3. Prepare a list of questions and concerns to discuss during the consultation.
4. Consider bringing any relevant financial documents, such as tax returns or investment statements, to the consultation.
5. Take the time to evaluate the fit between your needs and the services offered by Lewis Financial Planning.

Overall, Lewis Financial Planning is a reputable and accessible financial consultancy and mortgage brokerage firm. With a commitment to personalized service and expertise in a range of financial areas, they are well-positioned to help clients achieve their financial goals. If you're looking for a trusted partner in financial planning or mortgage brokerage, consider reaching out to Lewis Financial Planning through their website or by phone.