Lewis Parry

The world is forever changing and financial advice is needed now more than ever. Which is why I act as a financial life coach, helping my clients create a goals based financial plan. Whether that's planning for a first home, purchasing a new house, remortgaging, property portfolio review, saving for school fees or a deposit for a house, business planning, retirement planning or intergeneration planning. Once I help my clients establish their plan, I use my cashflow modeling software to help my clients visualise their financial life on a screen. We use this plan in each of our reviews to ensure the plan is on track. Using cashflow modeling is key to receiving good financial advice. However, using cashflow modeling to retirement plan is critical from knowing how much to save for an anticipated retirement age, to knowing when and how much income to draw from your fund. I help clients plan to ensure they have enough money to support their lifestyle in retirement. Regular reviews are a key part of my advice, spending regular time with my clients to fully understand their circumstances now and as they change allows me to continue to provide the best advice to my clients. Outside of work you'll find me and my partner Lois away in our VW campervan exploring various locations. When I'm not away you'll find me on a golf course or at Bike Park Wales on my mountain bike. We are a family run business and have a close community within the office. We like to spend days together outside of work walking the hills of South Wales. Feedback from clients says they love being part of our community because they instantly are made to feel part of our family by every member of our team. Your home or other property may be repossessed if you do not keep up repayments on your mortgage. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. Auto-Enrolment products are not regulated by the Financial Conduct Authority. This Partner/Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management Plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved xx/xx/xxxx