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. 

Retirement Planning
  • 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
Savings and 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

Click Here to read our latest edition of LG Investment News

 

+1 Us on Google+ Like Us on Facebook Follow us on Twitter