Bill Lyon's Contact Details

Bill Lyon's Company Details

We give you an initial free consultation either in our offices, your place of work, or in your own home at a time that suits you We listen to your concerns taking full details of your current situation. And what you want to do and why? We then carry out extensive research to find the products most suitable to your situation We make our recommendations to you in writing We make the decisions together so you have the most suitable products to match your situation in line with your affordability. Everything that's said and done is recorded and put in writing for you to keep on record. Once you are a client we provide an ongoing service in line with what you want, whether on a 1-1 basis, by phone. Or by E mail, usually at 6 -12 month intervals. We both have secure Real Time access to the value of your funds under management, so no matter what is happening in the financial markets we can make the right decisions about your money together which will take away any concerns that may arise.