Dr Josh Lewis

Dr Josh Lewis

Wealth Doctor Financial Planning Ltd

Minimum savings/pensions: Over £250,000

0330 038 8940
Based in Abergavenny
View location

Top Rated 2025
Verified since: January, 2019

5 out of 5

105 reviews


Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 12 March 2025

    Dr Josh and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 20

    Recent Client Reviews

    Verified reviews: 100%

    Dr Josh has received 20 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 17 December 2024

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • 2

    Qualifications Uploaded

    2 qualification certificates available to view

    Dr Josh has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Fees not yet added

    Dr Josh has not yet added their fees to their profile

  • 41

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Dr Josh

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Dr Josh (based on 41 first impressions)

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 12 March 2025

    Dr Josh and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 20

    Recent Client Reviews

    Verified reviews: 100%

    Dr Josh has received 20 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 17 December 2024

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • 2

    Qualifications Uploaded

    2 qualification certificates available to view

    Dr Josh has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Fees not yet added

    Dr Josh has not yet added their fees to their profile

  • 41

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Dr Josh

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Dr Josh (based on 41 first impressions)

I originally trained and practiced as a NHS doctor for 10 years before recognising that the financial well-being of individuals was of equal importance to them in achieving security, success and happiness. My advice covers all areas of wealth management, including: retirement planning, wealth protection, savings and investment planning, and inheritance tax planning. Please remember that the value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested. I am based in Monmouthshire, across the River Severn from Bristol, and see clients throughout South Wales and the South West. Friends, family and supporting wider society is very important to me. I am married and have a variety of interests including exploring the great outdoors, travel, gardening, classic cars, sport and supporting a household of 3 children, 2 cats, ducks and chickens!

Offers available through VouchedFor

Contact Dr Josh through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.

£430,000 Consumer Protection

Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).

About Dr Josh's clients

Based on responses provided by clients who have reviewed this adviser

Clients' level of financial expertise

Household income

Savings

Clients' level of financial expertise

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