Financial planning can be a bewildering subject in today’s complex world but the worst thing that you can do is to leave planning for your future for another day.
You should be looking for an experienced impartial adviser who can make the most from your hard earned savings and investments.
You should talk in confidence to someone independent, someone who will listen to you and fully understand your goals and objectives.
Someone with expertise that you value and who provides personal service. Someone who has only your best interests at heart. Lyon Griffiths Wealth Management department does all this and more.
At Lyon Griffiths we have qualified, experienced specialists who arrange investment portfolios for a considerable number of very demanding personal and business clients. They begin with a comprehensive understanding of your needs and then help define and achieve your own personal goals and objectives.
We can offer financial and tax advice for all our clients. Each client has their own dedicated Wealth Manager who guides them through the financial maze and helps them to achieve their specific financial plan. Lyon Griffiths Wealth Management are authorised and regulated by the Financial Conduct Authority (FCA) as well as being a member of SIFA, established to encourage and support involvement by solicitors and accountants in financial services work with the very highest levels of professionalism and service.
- Regular or single premium pension contributions
- Personal pension switching
- Employee, employer, self-employed and third party contributions
- Suitably balanced pension investments
- Advice on when and how to take benefits from your pension
- Advice on tax free cash lump sums, annuities and income withdrawal
- Getting the best return on your capital
- Making regular savings from your income
- Investing for capital growth and/or for income
- Advice individually tailored to your attitude to risk and investment goals
- Tax-efficient investing
- Portfolio valuations and reviews
- Protecting you and your family in the event of your death or ill health
- Protecting your business in the event of death or ill health
- Tax-efficient financial advice
- Inheritance Tax planning and mitigation
- Unbiased, independent financial advice for individuals and businesses
- Getting you the best value for money from financial products
Lyon Griffiths (Financial Services) Ltd is authorised and regulated by the Financial Conduct Authority. Our FCA Register Number is 796911.
Richard Bennett APFS
Chartered Financial Planner
Richard joined Lyon Griffiths in 2001 and has been Lyon Griffiths’ investment adviser since 2016.
Richard provides independent financial advice on Pensions, Life Cover, ISAs, Unit Trusts and a host of other investment and protection products.
Lyon Griffiths (Financial Services) Limited – Directors
James Stokes A.T.T, C.T.A
Bob Morris F.C.A.
Richard Bennett APFS