Investing

Helping you to plan for your future with a tailored investment plan

Financial Planning

Helping you plan your finances to achieve the lifestyle you deserve

Sam Lyon

Independent Financial Adviser

I have been in the financial services industry since 2017 advising individuals on their financial planning needs & goals.

I specialise in all wealth and financial planning areas which include helping clients with their investments, pensions, protection and estate planning needs.

As an adviser my aim is to clarify a full understanding of each of my clients’ financial position and objectives and to provide suitable advice on an ongoing basis.

Expertise in

Estate Planning

Financial Protection

Investment Management

Retirement Planning

Wealth Management

Location

Based in

London

Covers

City of London, Essex, Surrey

Expertise in

Estate Planning

Financial Protection

Investment Management

Retirement Planning

Wealth Management

Location

Based in

London

Covers

City of London, Essex, Surrey

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