Our latest news


General Election 2017 update

It’s been a long and interesting night; with plenty more twists and turns to come. Our intention, if the election result had shown a clear winner, was to explain what the result meant for your personal finances. However, at the time of writing, that just isn’t possible. As today unfolds, the shape of the future…

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What does a snap election mean for your investments?

So June 8th is the proposed date for the next general election, as long as Teresa May can secure a two-thirds vote in the house of commons today. As political surprises go, this is a big one; she has certainly caught everyone on the hop, which could prove a very astute political move. Ahead of…

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Pension Transfers: do I switch or stick?

You may have read recently about transferring your occupational pension, in the weekend papers, perhaps. I wonder what happened to the pension plan I was enrolled into some years ago when I worked for so and so, you may ask yourself? A bit of homework later and you’ve discovered a pension pot you’d completely forgotten…

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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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