Chartered Financial Planner / Director

Gwilym Lloyd Jones

Gwilym Lloyd Jones

Gwilym enjoys working with high earning families, successful professionals and business owners to help them to achieve financial independence and to live the lives they desire.

Working to a carefully created personal financial plan, Gwilym aims to build long term relationships with his clients to ensure that their medium and long term planning goals are continuously being updated and ultimately achieved.

Gwilym has been employed in financial services since 2010. He has since gained Chartered Financial Planner status demonstrating that he is at the forefront of the profession, while also serving as a mark of trust for current and prospective clients. In 2018 he was made a Fellow of the Personal Finance Society.

Away from the office

Gwilym is married with three children. In his spare time if he isn’t clocking up the miles in his running shoes as an active member of his local running club, Gwilym is attending football, rugby and swimming lessons with his children or on the beach with their family dog. Family is incredibly important to Gwilym, and he enjoys working with people who hold similar values.

The official bit

All financial advisers must be registered with the Financial Conduct Authority (FCA).

You can view Gwilym’s entry on the FCA Register by clicking here.

Furthermore, all advisers must be issued with a valid Statement of Professional Standing (SPS) which confirms that they continue to satisfy stringent requirements to act as a financial adviser.




The great outdoors


Building lasting relationships

Helping people

Gin and Tonic


Great food


Poor manners

Being stuck inside

Traffic jams

The wind

Cold hands


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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