71 reviews | 1 verified advisers
Review for John Lyons
How has John helped you since your last review?
All the points listed in my first review still stand. John is a great bloke, very knowledgeable, very helpful, always available if you have any concerns or you need help with anything concerning the markets or investments in general. He sends out updates regarding world events effecting the markets. John provides a first class service and I am more than happy with John and Clear Vision.
Review for John Lyons
What could they have done better?
Nothing in my opinion. We had regular meetings, I was kept informed of changes in regulations, investments etc.
What were the circumstances that caused you to initially look for a financial adviser?
I was working abroad and I needed a pension and saving plan that would look after me and my wife during my retirement.
How has John helped you?
John has helped me grow my pension and ISA substantially year after year to the point that I am able to comfortably retire. His advice has been invaluable both with investments and inheritance planning.
Have you seen the outcome you were hoping for?
Yes , John has achieved the outcome I hoped for. I can retire as planned with no money worries.
Review for John Lyons
What were the circumstances that caused you to initially look for a financial adviser?
Financial clarity
How has John helped you?
Long term financial planning
Have you seen the outcome you were hoping for?
Yes
Review for John Lyons
How has John helped you since your last review?
Continued ongoing financial management and advice via personal visits to our home and email and telephone contact.
Review for John Lyons
How has John helped you since your last review?
Helped with pension advice as I move into retirement. Also advised on how the intended changes to inherited pension might affect my future plans.
