What to expect

Our advice process enables us to deliver very robust solutions to our clients. However, we recognise that the process may be a bit daunting to some people. This is where our Customer Charter comes to the fore. See our Customer Charter diagram below and how this is applied to our advice process;

customer charter

  • Client interest at our core: Our advice process is 100% focused on you – your financial objectives, your attitude to risk and your own financial situation. These are the factors that influence our choice of solution for you. Nothing else.
  • Easy to do business with: The advice process will be carried out in a very collaborative manner. We aim for it to be an informative, non-judgemental and indeed enjoyable experience!
  • Professional & skilled people: Our advisers are all Qualified Financial Advisers, a qualification that equips them with the knowledge and skills to provide you with thorough and robust advice.
  • Highest service standards: The advice process will be carried out in a focused, measured way.
  • Continuous Development: Our advice process continually evolves, taking account of the latest thinking and good practice in delivering excellent financial advice to clients.
  • Compliance best practice: We adhere to best practices as outlined by the Financial regulator in relation to the provision of financial advice and stay up to date with all legislative and regulatory changes.

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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