Advice

The advice that we provide to our clients is the cornerstone of our business and the most important element of our relationships with our clients. At the end of the day, our “raison d’etre” is to help people to achieve their financial objectives by providing them with expert advice in all areas of financial services.

At Lyons Financial Services, our goal is to build trusted and durable relationships with our clients. To do this, our clients’ interests are at the core of our advice proposition. We then seek to bring innovative and robust solutions to address the challenges of our clients and to help them achieve their financial objectives.

Sometimes this may be to help our clients identify the most appropriate health insurance solution for them. It may be to help them to get a mortgage. However, more often than not, our clients want us to take a far more detailed look at their financial position to help them identify and achieve their financial goals.

To do this, we follow a very structured and rigorous approach with our clients. To start with, we listen very carefully. We need to learn about your current financial position and what you want to achieve financially. It’s only after this stage that we can start thinking about some financial solutions that might help you achieve your goals. If a product is required, we help you choose the right one for you and make sure you get the best terms possible. We then help you get it all up and running and put in place a review timetable to ensure you stay on track.


What Our Clients Say

Just want to say thank you for all your help and advice and for being so patient with us. We are so delighted with our new home. We couldn’t have done it without you. Thank you and God bless.

Mae & Ramir

Many thanks for all your assistance in dealing with my claim under the Income Protection Scheme for period Jan 16 to Nov 16. For your efficiency and keeping in touch with me throughout and for all your work with the insurance company.

Rosaleen, Co. Laois

Many thanks for all your help and assistance in switching our health insurance. We were anxious about switching but you made the whole thing so easy and saved us a fortune as well. We can now afford a family holiday as a result.

Eamonn and Jackie, Co Galway

Lyons Financial Services arranged our Mortgage, Income Protection and Health Insurance and saved us so much time and money. They are so nice and efficient; we will always deal with them in the future.

Angela & Peter, Tuam, Co. Galway

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