Our latest news


Why are Final Salary pension transfers increasing?

More retirees with a Final Salary pension are choosing to take their money out of schemes and transfer into a Defined Contribution (DC) scheme. But why are they choosing to give up an income that’s guaranteed for life? A Final Salary pension, also known as a Defined Benefit pension, pays a pre-defined amount on retirement…

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Could some of your retirement savings be lost?

When you think about how often you’ve moved jobs or home, it’s not surprising that it’s common to lose the occasional important document. But the number of lost pensions could make a huge difference in achieving retirement aspirations for pensioners who have lost them. The UK has almost £20 billion in unclaimed pensions, research from…

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Your guide to writing a will

November marks Will Aid Month. We want to take the opportunity to remind you just how important a will is and explain why it should be considered a crucial part of your financial planning. You no doubt have an idea of what you’d like to happen to your wealth and assets once you pass away….

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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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