The earlier you start, the better, but it’s never too late to think about and plan for the future. It can feel daunting but here at Lyles’ Independent Financial Advice Ltd, we can help and guide you
We are a husband and wife team, and pride ourselves on our professional but friendly and approachable service. Being a small team means that you will always deal with the same people and that we are able to build longstanding, trusting relationships with our clients. This helps us to better understand your whole financial circumstances and allows us to work with you to find the best way to manage your finances and long term objectives. We recognise that many changes can occur during clients and families lives, and we can help you navigate these with a focus on helping you maximise your wealth.
As we are independent, we are able to give you advice that takes into account the whole of the financial products market, thereby giving you the very best options to suit your needs. Whether it’s planning for a retirement, saving for a big event, or just making sure you’re getting the most from your money, we are here to help.
I am a qualified Independent Financial Adviser with 17 years’ experience working within the financial services industry. I started my career in the banking sector and have also worked for CIS (Cooperative Insurance Services), HSBC Bank and the Chambers Partnership Ltd. I have significant experience in all aspects of financial services including pensions, investments, protection, tax and trusts.
After passing the diploma in regulated financial services in 2014, I have continued to build and enhance my knowledge and experience by supporting a team of Financial Planners. In 2017, I passed the Advanced Diploma in Pension Planning exam (AF3), further increasing and developing my knowledge in the specialist area of pensions.
I work closely with a Financial Adviser, aligning the research and analysis of client’s products, needs and objectives to ensure a cost-effective and suitable solution is found.
Lyles’ Independent Financial Advice Ltd is an Appointed Representative of PDB Wealth Management Ltd which is Authorised and Regulated by the Financial Conduct Authority FRN 501852. Lyles’ Independent Financial Advice Ltd Registered address: 55 Llewelyn Goch, St. Fagans, Cardiff, UK CF5 6HR. Lyles’ Independent Financial Advice Ltd, registered in England & Wales Number: 10045004
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