Financial Adviser Crewe – Lyon & Co LLP
Why choose us?
As a well know and respected financial adviser in Crewe you get a personal service from the boss! Chris Shemilt has been in the financial services industry for over 30 years and is a fully qualified, very experienced, well-known and respected financial adviser.
Chris’s team are professional, client-focused and they like to get things right. No fuss, no bother – they get things done for you!
Client first – that’s item number one on the training agenda for any new team member and it’s a pre-requisite of a successful application process. We continually ask the question “How we can make clients’ lives easier?” and “How can we continue improving the client experience?”
I have been a very satisfied client of Lyon & Co for over 15 years. Chris and I spent a lot of time planning my retirement and I am happy to say that 18 months after retiring all our work has paid off better than I ever expected – well recommended!
Chris Shemilt – Senior Partner
DipPFS, Cert CII (MR & ER)
Lyon & Co – Our commitment to you
We are very happy to offer you a FREE NO OBLIGATION initial meeting at our offices in the centre of Alsager, at your place of work or in your own home at a mutually convenient time.
We do more listening than talking. We will only make recommendations after taking account of your existing circumstances and prioritising YOUR needs and objectives.
We are and always will be truly independent. We research the whole of the market before making our recommendations to you.
Our service is transparent and easy to understand. We will explain the costs of our services during your FREE NO OBLIGATION initial meeting.
We will make you fully aware of all of your options and decide on a way forward together. This will include an assessment of affordability and in most cases your attitude to risk.
Our interactions are securely recorded and held on your personal client file and anything we recommend is backed up in writing.
Should you choose to become a client, YOU will make a decision as to whether you want ongoing advice or whether to make a one-off transaction. We offer a range of services to suit all needs.
Should you choose to take ongoing advice, you will be offered an annual review during which we will reassess your current circumstances and make any necessary changes.
Our aim is to 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.
Give us a call today to arrange a FREE initial appointment to see how we can help!
Call: 01270 882 086 or email: email@example.com