top of page
Progressive, Independent Advice Focused on You.
.png)
Our Mission:
We treat all of our clients as individuals with our advice reflective of their needs, objectives, goals, and ambitions.
We forge long-lasting relationships with all of our clients and their families based on trust, integrity and exceeding their expectations.
Meet the Management Team:
Paul Robertson
Director
Chartered Financial Adviser
A founding director of Lyonhurst Wealth, Paul started his financial services career as a mortgage adviser with HSBC in 2001, before becoming independent in 2006. In 2013 Paul decided that he would be able to help more people by offering truly holistic financial advice rather than focussing solely on mortgages. In 2021 Paul set up Lyonhurst Wealth to ensure that the advice he provides can be truly independent and bespoke.
Qualifications
Chartered Associate of the London Foundation for
Banking and Finance
Level 6 Diploma in Financial Advice
Level 4 Diploma for Financial Advisers
CeMAP® Diploma
Certificate in Regulated Equity Release
Peter Best
Technical Director
Chartered Paraplanner
Peter started his financial services career in 1997 as an administration assistant for a small financial advice firm in Sheffield. Through study and dedication he worked his way up to become the firm’s Office Manager and Senior Paraplanner. Now, as a founding director of Lyonhurst Wealth, he uses his technical knowledge as a Chartered Paraplanner to assist our advisers in ensuring that each of our clients receives the most appropriate advice for their circumstances and objectives.
Qualifications
Chartered Associate of the London Foundation for
Banking and Finance
Level 6 Diploma in Financial Advice
Level 4 Diploma in Financial Planning
Level 4 Diploma in Regulated Financial Planning
Certificate in Long Term Care and Later Life Planning
Certificate in Mortgage Advice
Certificate in Regulated Financial Services Operations
bottom of page