John Lyons

What were the circumstances that caused you to initially look for an adviser?

I was working abroad and I needed a pension and saving plan that would look after me and my wife during my retirement.

How has John Lyons helped you?

John has helped me grow my pension and ISA substantially year after year to the point that I am able to comfortably retire. His advice has been invaluable both with investments and inheritance planning.

Have you seen the outcome you were hoping for?

Yes , John has achieved the outcome I hoped for. I can retire as planned with no money worries.

What could they have done better?

Nothing in my opinion. We had regular meetings, I was kept informed of changes in regulations, investments etc.

What were the circumstances that caused you to initially look for an adviser?

Financial clarity

How has John Lyons helped you?

Long term financial planning

Have you seen the outcome you were hoping for?

Yes

This review is a follow-up review from a client who left a review previously.

How has John Lyons helped you since your last review?

Continued ongoing financial management and advice via personal visits to our home and email and telephone contact.

This review is a follow-up review from a client who left a review previously.

How has John Lyons helped you since your last review?

Helped with pension advice as I move into retirement. Also advised on how the intended changes to inherited pension might affect my future plans.

This review is a follow-up review from a client who left a review previously.

How has John Lyons helped you since your last review?

I’ve had help and advice from John a number of times in 2024