Putting YOU not money at the centre of your life plan
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.
People who are retiring
Business owners & company directors
People with wealth
Who do we work with?
We are specialists, providing independent financial advice to three distinct types of clients.
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.