About the Business
David Lewis is a Financial Adviser and Chartered Financial Planner with over 40 years experience. He has lived and worked in Chelmsford for 40 years and has developed a great knowledge of the area. He takes pride in helping his clients reach their dreams and goals. He understands that clients need to review their financial affairs regulary, to ensure their current products are the most competitive. Any changes in personal circumstances are assessed ensuring the products meet their individual and family needs - particulary in the current economic climate.
Denise Godridge is a mortgage adviser with 25 years experience. She has worked at David Lewis Mortgage Services for 20 years and holds the CEMAP qualification. Denise provides support to David for his mortgage and pension clients, processing applications and ensuring they adhere to industry specifications.
No fees or charges are payable for an initial consultation where charges will be explained to you without obligation.
Location & Hours
138 Moulsham Street