Wealth Management

Come and meet your own dedicated Wealth Manager.

Financial planning can be a bewildering subject in today’s complex world. But the worst thing that you can do is to leave it for another day.

You should be looking for an experienced impartial advisor who can make the most for your hard earned savings and investments.

It would be really good to talk in confidence to someone independent.

  • Someone in whom you can place your trust.
  • Someone with expertise and knowledge of your personal circumstances that you value.
  • Someone who values personal service.
  • Someone who has concern for only your best interests.

At Lyon Griffiths we have experienced specialists who manage investment portfolios for a considerable number of personal and business clients with demanding ambitions for their money. Our specialists begin with a very comprehensive understanding of your needs and then create your own personal goals and objectives to help you get there.

We can offer financial and tax advice for our business and personal clients by your own personal wealth manager…..

  • Guiding you through the financial maze.
  • Helping you to achieve your specific financial plan.


Our Services

Retirement Planning

  • Regular or single premium pension contributions
  • Pension transfers
  • 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

Savings & Investments

  • 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

Protection

  • 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 Planning

  • Tax efficient financial advice
  • Inheritance Tax planning and mitigation

Personal advice

  • Unbiased, independent financial advice for individuals and businesses
  • Getting you the best value for money from financial products

Free Consultation

Contact us for a FREE consultation. Let us surprise you with the quality of the advice we can give you.