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 Robertson is a founding Director of Lyonhurst Wealth and a Chartered Financial Adviser with more than 20 years’ experience in financial services. He provides independent financial advice built around each client’s circumstances, priorities and long-term goals, helping them make informed decisions with clarity and confidence.
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Paul is known for his thoughtful, practical approach and his commitment to advice that is personal rather than off the shelf. With experience across both mortgage and wider financial planning, he works closely with clients to understand what matters most to them and to provide advice that is clear, well considered and tailored to their individual needs.
Outside work, Paul enjoys following football and values the strong local relationships and sense of community that have shaped his career.
Professional Qualifications & Memberships
Chartered Associate of the London Foundation for Banking and Finance
Diploma in Financial Advice
Diploma for Financial Advisers
CeMAP® Diploma
Certificate in Regulated Equity Release
Peter Best
Technical Director
Chartered Paraplanner
Peter Best is a founding Director of Lyonhurst Wealth and Technical Director, with a career in financial services spanning more than two decades. He leads the technical research, analysis and planning that underpins our recommendations, helping to ensure that every solution is carefully structured, thoroughly considered and tailored to each client’s individual circumstances and long-term objectives.
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Known for his analytical approach, attention to detail and high standards, Peter plays a central role in turning complex financial planning issues into clear, practical outcomes. His work helps ensure that the advice we provide is robust, well reasoned and supported by strong technical foundations.
Outside work, Peter has a keen interest in ice hockey and is actively involved in the sport through his photography, reflecting the same focus, precision and commitment that he brings to his professional work.
Professional Qualifications & Memberships
Chartered Member of the Chartered Institute for Securities & Investment
Master of Science in Wealth Management
Diploma in Financial Advice
Diploma in Regulated Financial Planning
Certificate in Long Term Care and Later Life Planning
Certificate in Mortgage Advice
Certificate in Regulated Financial Services Operations
