Lewis Tomlins - Financial Adviser
As a Financial Adviser with True Potential Wealth Management, part of the highly-successful True Potential group of companies, I’m committed to delivering better value and choice for my clients.
For me, financial planning should be at the centre of everyone’s lives, ensuring that you achieve your ambitions and goals without costly mistakes along the way.
Recognising that everyone’s personal situations are unique, I will take the time to get to know you and what’s important. Whether it’s a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, running a prosperous business or leaving a legacy to your loved ones or a cherished cause, I can work with you every step of the way.
Managing your wealth can be complex and time-consuming. I can simplify your life by addressing aspects of your financial wellbeing such as investments and insurance.
Plus, through the use of True Potential’s award-winning technology, I can provide straightforward and transparent advice in a simple and convenient way along with giving you 24/7 online access to your complete financial affairs. As a result, you will be better informed, confident and empowered to reach your financial goals.
Following my time at Swansea University studying Economics, I completed the Level 4 Diploma in Financial Advice and am currently completing my Level 6 Diploma.
I encourage you to take the time to explore my website and discover more about my ‘Beyond Wealth Management’ service and how you can benefit. Please do get in touch if you would like more information.
- South West England
- South Wales
- West Wales