Start with a free chat

Build your plan together

Put it into action

What I love most about being a financial adviser is helping people gain clarity and confidence with their finances. It’s incredibly rewarding to see clients reduce stress, make informed decisions, and realise that, with the right advice and structure, their financial future doesn’t have to feel overwhelming.

My passion has always been guiding others towards greater financial security. Through my experience providing mortgage advice, I saw firsthand how the right financial decisions can transform lives – and how the wrong ones can create unnecessary stress. That inspired me to broaden my expertise as a financial adviser, so I can provide holistic, tailored advice that supports every stage of my clients’ financial journeys.

As your adviser, I’ll work with you to create a personalised financial plan aligned with your goals – whether that’s protecting your income, growing your wealth, planning for retirement, investing wisely, or structuring your finances more efficiently. My role is to provide clear, professional advice and ongoing support, so you can make confident decisions backed by strategy, not guesswork.

Working with a financial adviser isn’t just about products or policies — it’s about having a trusted professional in your corner who understands your goals and helps you navigate decisions with clarity and confidence. With the right guidance, you can avoid costly mistakes, make your money work harder, and build a secure future with purpose.

Owen  Lewis
  • Those with £200K+ in savings, pensions or investments
  • People navigating complex financial decisions
  • Those wanting to protect their wealth and use it wisely

How it works

Get started

With a free video chat

  • We’ll help you understand exactly what you’re getting – and what it costs – before you pay anything

  • We’ll help you create a financial checklist and build your personal profile

Planning

From £299

  • We start with your goals – so we can help you create the future you want

  • Over a few 1-to-1 sessions, we bring everything together in a simple, visual financial forecast – so you know exactly where you stand and where you’re going

  • We’ll make specific recommendations about what’s right for you

Investing + Advice

From 1.25% (all-in)

  • We build and manage an investment portfolio for you – so your future is in expert hands

  • Your plan is yours for life – with ongoing advice, you’ll always have access to 1-to-1 support to navigate life’s twists and turns