32 reviews | 1 verified advisers

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Review for John Lyons

May 2024

What were the circumstances that caused you to initially look for a financial adviser?

Need to have advice re safe investment with some return. Advice on planning financially for possible long term care needs. Advice on managing financial gifts... inheritance

How has John helped you?

Provided clear guidance re legal matters, offered range of action . Enabling decision-making on my part with improved understanding.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I have been understood .. so I have received the service and help I have been looking for.

Review for John Lyons

May 2024

What were the circumstances that caused you to initially look for a financial adviser?

I wanted to change from the advisor I had been with for the past 6 years.

How has John helped you?

John has been fantastic. He listened to what I wanted and in clear concise English explained what he could do for me.

Have you seen the outcome you were hoping for?

Absolutely. I wish I had been with John for the past 6 years instead of wasting 6 years of investment growth and opportunity with my previous useless advisor.

What could they have done better?

John couldn’t have done anything better. He is first class and I would highly recommend him.

Review for John Lyons

March 2024

What were the circumstances that caused you to initially look for a financial adviser?

The need for an experienced and knowledgeable investment adviser following an influx of significant funds on my retirement.

How has John helped you?

John's original investment advice proved to be very sound. Over a period of 14 years he has continued to provide regular reviews and advice on changes to investments and inheritance planning as and when appropriate.

Have you seen the outcome you were hoping for?

In recent years John has guided us well through difficult market conditions to results I could not hope to have achieved personally.

What could they have done better?

I cannot fault John's management of our financial affairs and for that reason, together with his friendly personable nature, I would have no hesitation in recommending him to anyone looking for a financial adviser.

Review for John Lyons

February 2024

What were the circumstances that caused you to initially look for a financial adviser?

I have used John for many years and continue to value his opinion on financial matters

How has John helped you?

Keep a balanced portfolio of investments.

Have you seen the outcome you were hoping for?

No one can predict the stock market but having a balanced portfolio is essential.

Review for John Lyons

February 2024

What were the circumstances that caused you to initially look for a financial adviser?

I have money to invest and also needed advice on continuing investments. I also need help with estate planning including winding up businesses and inheritance tax etc

How has John helped you?

He has invested funds in pension plans and in ISAS. Has also offered advice on selling my business and various properties and the financial implications of each situation.

Have you seen the outcome you were hoping for?

With regard to the investments and pension plans yes. In respect of the business and properties this is an ongoing situation and I feel confident that his advice is putting me on the correct path.

What could they have done better?

I don’t think that he could have done any better. His advice is always delivered in a succinct easily understood manner.