The art and science of financial planning

Our service combines the art of nurturing client relationships with the science of identifying the best solutions to meet your financial needs, based on your goals and aspirations.

Who do we work with?

We are specialists, providing independent financial advice to three distinct types of clients.

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Why choose us

We’re local, Chartered and independent, but most importantly, we listen.

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Meet the team

Our financial advisers work with clients throughout North Wales and Cheshire.

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Focus on

A series of resources to help you understand estate planning and Inheritance Tax.

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What do our clients say?

  • We have been clients…for many years and find them very pleasant, professional and efficient to deal with and very helpful when advice is needed. Without reservation I have recommended other people to talk [to them] about their financial planning requirements.

    David Knights - Flintshire

  • We have been clients for many years and have always had professional and helpful advice from them. Stephen, Gaynor and the staff are friends as well as advisers and we would not hesitate to recommend them to others wanting financial advice.

    Raymond King - Deeside

  • As new clients they quickly understood our circumstances and gave us several easy to understand options to consider. Great to work with, both friendly & professional.

    Mike Day - Wirral

  • I have been a client for many years and regard Stephen Lyth as a friend. My wife and I have always been treated with the greatest respect with honest and reliable advice and know that our financial and legal affairs are in good hands and have no hesitation in making our recommendations.

    Thomas Chesterson - Cheshire

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