Financial Advice

If you need expert financial advice from someone who understands the military, then Forces-Money can assist you.

We are able to introduce you to ex-infantry officer David Lewis, financial advisor, to provide you with access to a full range of financial advice from savings and investment planning to pensions planning.

What services are available?

David Lewis became a Financial Advisor in 2014 and has helped serving and ex-serving military personnel find the right financial solutions for them. David can help with a wide range of financial advice and planning services such as investment planning, life and protection planning as well as retirement planning. For more information please see our case studies below or get in touch to arrange a call.

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Understanding the military

David spent 4 years as an officer in the Education and Training Services and 4 years with the Princess of Wales Royal Regiment prior to his military retirement and subsequent retraining as a Financial Adviser with St. James’s Place Wealth Management.

A life in the military requires dedication of the highest order, the commitment required can mean all of your energy is focussed on the next task being asked of you and not on your personal needs and goals.

It is common to find that individuals (regardless of rank) reach their retirement/discharge date having made no financial plans or gains – this is often down to a number of factors:

 

  • Time, it’s in short supply, and there are more important short-term work goals to achieve
  • Consistent and understandable good advice is hard to access, made more difficult if you are posted regularly or frequently on exercise.
  • Global mobility, how can you be sure of your rights and financial opportunities when located in different countries.
  • Financial jargon, just like the military have their own “jargon and TLAs” so do financial specialists, understanding the advice is the key to your confidence when looking for help.

 


Get in touch to see how David can help you to plan your financial future or read more in our case studies below.
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The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount you invested.

The levels and bases of taxation and reliefs from taxation can change at any time and are dependent on individual circumstances.

Forces Money introduces St. James’s Place Wealth Management plc. 
David PM Lewis 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.