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Helping You Today to Create a Better Tomorrow.

Your journey to financial freedom starts here.

The Challenges we Solve:

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Financially Fragile & Out of Control

Without a clear financial plan it can feel like you don't have any control of your money.

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Jargon-crazy

There a lot of confusing and technical terms out there. We strive to use easy to understand language, so that you are always able to make a fully informed decisions. 

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Uncertain about your future

It is often hard to think about tomorrow when you can't see past today.

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Fragmented Finances

You may have accrued a variety of plans and policies which aren't necessarily aligned to your goals and objectives.

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Anxious about your financial situation

There are a lot of confusing messages out there about what you should be doing with your money. 

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Engagement

We use a range of interactive tools to encourage clients to be actively involved in their own financial planning journey.

What we do:

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Build a clear Financial Plan for you

We help you to identify what you need and recommend solutions based around your individual needs.

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Peace of mind

We provide you with peace of mind regarding your finances and the promise that someone has your best interests at heart

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Help you become better informed

We provide you with all the information you need to confidently make informed choices about your future.

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Cashflow Modelling

All our investment clients are given access to the latest modelling and forecasting software, which provides them with a real-time visual of their financial position.

We specialise in the following areas...

We are specialists in the below complex areas:

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Pensions

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Insurance

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Mortgage & Equity Release

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Investments

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Tax & Estate Planning

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Business & Corporate

Our Process:

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1

We’ll take the time to listen to your current needs and future ambitions, making sure that we have the whole picture rather than concentrating on just one aspect.

We Listen

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2

We’ll analyse your situation and use our expertise to work out the best path to take you from where you are to where you want to be.

We Create

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3

We’ll continually review your journey to ensure that you remain on track to meet your aims, and suggest adjustments should your circumstances or ambitions change.

We Review

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About Us

We are a team of highly-qualified and experienced financial service professionals with a combined experience of over 50 years.

What people say about us:

"Lyonhurst helped me to track down my old employer pension, and correct their records so that I will receive the correct benefits in my retirement."

Amanda

"Paul makes investing easy to understand and always keeps me informed. I would highly recommend him."

Rebecca

"Paul has always provided me with an exceptional service.
I wouldnt trust anyone else to manage my pension."

Nik

Get in touch:

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To start your journey towards financial freedom today, you can schedule a call with one of our friendly team, just complete the contact form below.

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