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.