Financial Services

How we can help

After we have carried out our very robust advice process with clients, a requirement may emerge for us to implement a financial services solution to meet the particular needs of our client. These can range from:

  • Helping clients to manage their money better by implementing a structured savings plan
  • Helping clients to plan for their retirement better, either by commencing their pension planning or by maximising their tax reliefs through additional contributions to their existing pension scheme.
  • Helping clients maximise the return from their investments, within agreed risk tolerance levels.
  • Helping clients to protect their families in the event of their death or serious illness
  • Helping clients to secure a replacement income, should they become unable to work due to illness or an accident.
  • Helping clients to protect themselves against any financial loss while travelling overseas.

 

For Employers & Unions too!

We also provide advice to unions and employers, putting in place solutions for their members or employees in the areas of;

  • Income protection
  • Life assurance
  • Pension schemes
  • Additional voluntary contributions

If there is a requirement to implement such a solution for clients, at LFS we pride ourselves in our deep understanding of the market and the products available from the different providers. This enables us to identify the specific product that best meets the needs of each client – it is on this basis only that we choose a particular product. As part of our sales process, we set out for you in writing the “Reasons Why” we choose a particular product. Once this product has been chosen, we then ensure that you can access the best terms available to you. Once we have done this, we help you implement your chosen solution, by helping you complete all the paperwork and then by managing the implementation process with the insurer. We will guide you through their various requirements, each step of the way.

Independent Advice

As we are fully independent of any product provider, life assurance company or bank, you can rest assured that if we identify a product for you, it is because it’s the very best solution to meet your needs – nothing else.
For details on each of our financial services product areas, please see the menu on the left.


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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