Tom Lyon

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

I was interested in discussing a pension/ long term savings plan.

How has Tom Lyon helped you?

Advice and a savings plan.

Have you seen the outcome you were hoping for?

Yes, I am very pleased to move forward on the advice Tom gave me & as a result, I referred him to a close member of my family. Tom has since successfully assisted her too.

What could they have done better?

Nothing at this stage.

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

How has Tom Lyon helped you since your last review?

During the pandemic Tom has kept me informed on the investment market highs and lows and the reasons for the changes.

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

I started a new company and needed pensions advice for myself and my employees.

How has Tom Lyon helped you?

He walked me through all the details as I'm not great with these things, and expertly found me sustainable and ethical funds to invest in.

Have you seen the outcome you were hoping for?

Yes the pensions are performing well and his service goes above and beyond.

What could they have done better?

Nothing he is really great.

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

We needed to change a pension model/provider

How has Tom Lyon helped you?

He went through all of our options and great length before we all agreed on the best route forward

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

n/a

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

Purchasing life Insurance cover.

How has Tom Lyon helped you?

Talked me through the various plans Offered by providers and suggested which one would work best for me.

Have you seen the outcome you were hoping for?

Yes, very happy with the outcome.