Progressive, Independent Advice Focused on You.
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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
Paul began his financial services career in 2001 as a mortgage adviser with HSBC, before moving into the independent sector in 2006. Recognising that clients benefit most from advice that considers all aspects of their finances, Paul expanded his expertise in 2013 to offer fully holistic financial planning rather than focusing solely on mortgages.
As a founding director of Lyonhurst Wealth, established in 2021, Paul is committed to providing truly independent, bespoke advice. His client-centred approach ensures that every recommendation is designed to help clients achieve their goals with clarity and confidence.
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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 began his career in financial services in 1997 as an administrative assistant with a small advisory firm in Sheffield. His dedication to professional development and passion for helping clients achieve their financial goals saw him progress to the role of Office Manager and Senior Paraplanner.
As a founding director of Lyonhurst Wealth, Peter combines over two decades of industry experience with his Chartered Paraplanner status to provide technical expertise and support to our advisers. He plays a key role in ensuring that every client receives clear, tailored, and well-considered financial advice designed around their individual circumstances and long-term objectives.
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Qualifications
Chartered Associate of the London Foundation for
Banking and Finance
Master of Science in Wealth Management
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
