Lewis Wade

Lewis Wade

AFH Wealth Management

Minimum savings/pensions: Over £50,000

Minimum mortgage: Any amount

0330 038 8938
Based in Banbury
View location

Verified since: January, 2022

4.8 out of 5

21 reviews


Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 13 April 2025

    Lewis is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Lewis's status

  • Recent Client Reviews

    Lewis has not received any reviews in the last 12 months

    Lewis has not received any client reviews in the past 12 months

  • Independent Financial Adviser

    Last checked: 12 March 2025

    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.

  • Qualifications Uploaded

    Qualifications not yet added

    Lewis has not yet added their qualifications to their profile

  • Transparent Fees

    Fees not yet added

    Lewis has not yet added their fees to their profile

  • 10

    Positive First Impressions

    90% of users who are not yet clients had a positive first experience with Lewis

    90% of VouchedFor users have had a positive (4 or 5 star) first experience with Lewis (based on 10 first impressions)

Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 13 April 2025

    Lewis is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Lewis's status

  • Recent Client Reviews

    Lewis has not received any reviews in the last 12 months

    Lewis has not received any client reviews in the past 12 months

  • Independent Financial Adviser

    Last checked: 12 March 2025

    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.

  • Qualifications Uploaded

    Qualifications not yet added

    Lewis has not yet added their qualifications to their profile

  • Transparent Fees

    Fees not yet added

    Lewis has not yet added their fees to their profile

  • 10

    Positive First Impressions

    90% of users who are not yet clients had a positive first experience with Lewis

    90% of VouchedFor users have had a positive (4 or 5 star) first experience with Lewis (based on 10 first impressions)

Being an Independent Financial Adviser means that I have the privilege to work with my clients in order to achieve the best outcome for them. I believe that building a strong relationship is the best way to truly understand their needs and find the most suitable solution. No matter the stage you are in life, whether you’re investing for the first time, planning for your future or would like a full financial review for you and your family then I would be happy to arrange a meeting and be there throughout all stages of the financial journey. Being part of AFH Wealth Management allows me to utilise the inhouse support provided by our team of investment and research experts, whilst using our size and reputation to bring down third party cost so that we can pass those savings on to our clients. To arrange a free, no-obligation initial meeting, please do not hesitate to contact me.

Offers available through VouchedFor

Contact Lewis 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 Lewis's clients

Based on responses provided by clients who have reviewed this adviser

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