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Helping You Today to Create a Better Tomorrow.
Your journey to financial freedom starts here.
The Challenges we Solve:
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Financially Fragile & Out of Control
Without a clear financial plan it can feel like you don't have any control of your money.
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Jargon-crazy
There a lot of confusing and technical terms out there. We strive to use easy to understand language, so that you are always able to make a fully informed decisions.
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Uncertain about your future
It is often hard to think about tomorrow when you can't see past today.
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Fragmented Finances
You may have accrued a variety of plans and policies which aren't necessarily aligned to your goals and objectives.
Anxious about your financial situation
There are a lot of confusing messages out there about what you should be doing with your money.
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Engagement
We use a range of interactive tools to encourage clients to be actively involved in their own financial planning journey.
What we do:
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Build a clear Financial Plan for you
We help you to identify what you need and recommend solutions based around your individual needs.
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Peace of mind
We provide you with peace of mind regarding your finances and the promise that someone has your best interests at heart
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Help you become better informed
We provide you with all the information you need to confidently make informed choices about your future.
Cashflow Modelling
All our investment clients are given access to the latest modelling and forecasting software, which provides them with a real-time visual of their financial position.
We specialise in the following areas...
We are specialists in the below complex areas:
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Pensions
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Insurance
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Mortgage & Equity Release
Investments
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Tax & Estate Planning
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Business & Corporate
Our Process:
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1
We’ll take the time to listen to your current needs and future ambitions, making sure that we have the whole picture rather than concentrating on just one aspect.
We Listen
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2
We’ll analyse your situation and use our expertise to work out the best path to take you from where you are to where you want to be.
We Create
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We’ll continually review your journey to ensure that you remain on track to meet your aims, and suggest adjustments should your circumstances or ambitions change.
We Review
What people say about us:
"Lyonhurst helped me to track down my old employer pension, and correct their records so that I will receive the correct benefits in my retirement."
Amanda
"Paul makes investing easy to understand and always keeps me informed. I would highly recommend him."
Rebecca
"Paul has always provided me with an exceptional service.
I wouldnt trust anyone else to manage my pension."
Nik
Get in touch:
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To start your journey towards financial freedom today, you can schedule a call with one of our friendly team, just complete the contact form below.
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