Our latest news

News

Could you help your children have a £1 million pension?

Using your gifting allowance effectively could mean you’re able to leave your children or grandchildren a significant, tax-free gift behind in the form of a £1 million pension. Discover the steps you can take to reach this goal. With auto-enrolment now in full force, the topic of saving for retirement has never been more relevant…

Read More

What’s on the line for first-time buyers?

89% of first-time buyers describe the process as ‘really difficult’ with deposits, mortgage refusals, and purchases falling through being the biggest struggles. Find out how to make the process smoother. First-time buyers are facing an array of difficulties due to the pressures of the market as they embark on their home buying journey. According to…

Read More

The six biggest money worries for millennials

Money concerns are a big worry for the millennial generation as they make plans for life milestones. But what areas can they improve to reach financial resilience? Money concerns are harming the millennial generation’s ability to plan for the future due to poor finance education in schools, new research from Samuel & Co Trading has…

Read More

Beaufort Analysis 296 – New highs and new lows…

We are almost three quarters of the way through 2018 and last week was characterised by new highs, new lows and some level of certainty. Amazon were the second company in US history to break through the $1 trillion market cap last week following in the footsteps of Apple a couple of weeks prior. Despite…

Read More

Beaufort Analysis 295 – Argentine Tango

As the Turkish lira has struggled in recent weeks, another emerging economy’s currency has been suffering; the Argentine peso. The peso has lost almost half of its value since the start of the year, with a single day drop of 12% last week. In an effort to stabilise their economy, the central bank in Argentina…

Read More

Beaufort Analysis 294 – Ahead of the Curve

The yield curve is a line that plots the yields of a series of bonds having equal credit quality but different maturity dates. Normally, we would expect the line to rise over time as investors expect higher yields to compensate for the risk in being invested for longer. However, a fall in the long-dated Treasury…

Read More

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

Sign up to our newsletter

Please click this box to confirm you fully understand and accept the Privacy Policy. Click here to read our privacy policy.