Marketing Director

Stephen Lyth

Stephen Lyth

Stephen has operated in Financial Services since 1982 after a period in Her Majesty’s Royal Air Force. As well as having a wealth of experience Stephen is also formally qualified to Diploma Level and became an Independent Financial Planner in 1993. Steve is often asked for his views and commentary by many leading financial publications, his input in the media is highly valued.

Away from the office

Away from the office, Steve can be found on any numbers of Rivers in Scotland and Wales fishing rod in hand. During the football season, he follows Everton home and away as a season ticket and shareholder of the club, with any other spare time being devoted to family, friends and personal fitness.


My Wife
Fly Fishing
Everton FC
Pink Floyd
Good Health
Good Friends


The X Factor
Ill Health
Liverpool FC
Middle-lane hogs

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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