Many financial decisions are of critical importance, and you cannot afford to get them wrong. You need (and should expect) the best quality advice to help you choose the correct course of action for you from the whole marketplace and not just one provider
What do we do for you?
We give you an initial free consultation either in our offices, your place of work, or in your own home at a time that suits you
We listen to your concerns taking full details of your current situation. And what you want to do and why?
We then carry out extensive research to find the products most suitable to your situation
We make our recommendations to you in writing
We make the decisions together so you have the most suitable products to match your situation in line with your affordability.
Everything that's said and done is recorded and put in writing for you to keep on record.
Once you are a client we provide an ongoing service in line with what you want, whether on a 1-1 basis, by phone. Or by E mail, usually at 6 -12 month intervals.
We both have secure Real Time access to the value of your funds under management, so no matter what is happening in the financial markets we can make the right decisions about your money together which will take away any concerns that may arise.
In Essence
We take away the hassle and worries and help you achieve what you want, in all areas of financial planning from Family Protection, Retirement planning, Savings and Investment, Mortgages and Business Finance.
And most importantly we do this in a manner that you will fully understand.
Lyon and Co LLP are regulated by the FSA Reg No 469399
