We go above and beyond for our clients, marrying traditional high service values with cutting edge techniques, technology and financial understanding.
These are just some of the reasons our clients enjoy successful outcomes by working with us:
John’s Chartered Status
Our commitment to cutting edge technology
From our online client portal to sophisticated cashflow planning software, we utilise state of the art innovations to ensure your life is made easier and our service is more efficient and more accessible.
Our traditional, high-service values
We are a modern firm, but we hold traditional values: respect, attention to the small details, a team who know you personally, and always allow enough time to listen and understand when you call on us for help.
Choice around how you work with us – face to face or remotely and fair fees that reflect your needs
As the world has changed, the way we work and interact has changed too. We offer a range of options, from face to face meetings, to video conferencing and remote messaging through our innovative client portal. We are happy to work in whatever way you feel the most comfortable, adapting our fees to fairly reflect your preferences over how often you wish to meet.
You will be working with a “gold standard” Chartered Financial Planner
Chartered status is awarded by the Chartered Insurance Institute (CII) and is considered the “gold standard” financial planning accreditation. As a Chartered Financial Planner, John Lyons has not only demonstrated a high degree of technical competence, but a public commitment to upholding professional standards and adhering to a professional Code of Ethics.
A highly committed, highly experienced team
Our team have been helping people organise their finances to achieve the best possible outcomes for many years – more than 25 years in John Lyons’ case, and more than 15 years in Kevin Delaney’s case. We bring commitment and excellence to every client’s financial plan.
We are interested in you and your vision for your life – not just your money
The solutions we craft might be financial in nature, but we are not interested in purely financial outcomes. For us, a successful outcome allows you to go ahead and achieve your vision for your life.
Contact us
Ask us a question or arrange a call. We don’t charge for initial meetings and are happy to help you with your enquiries.
