Reviewed for
Pensions ( 24 )
Retirement income (annuities, drawdown) ( 26 )
Investments and Savings ( 37 )
Pension Transfers - Non Specialist ( 5 )
Inheritance Planning ( 14 )
Long Term Care ( 5 )
Pension Transfers - Specialist ( 5 )
Financial Planning ( 38 )
Financial Mentoring ( 5 )
Financial Coaching ( 1 )
( 1 )
Reviewers' assets
£500k+ ( 11 )
£200k - £500k ( 9 )
£100k - £200k ( 1 )
Repeat review
by a verified client in Lancashire
7 days ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has John Lyons helped you since your last review?
Sorted out specific questions regarding AVCs and monetary gifts as well as general investment advise.
Repeat review
by a verified client in Manchester
20 days ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has John Lyons helped you since your last review?
Tailored financial program better suited to us to improve our returns with the use of new software.
Repeat review
by a verified client in Antrim
23 days ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has John Lyons helped you since your last review?
He has kept me up to date on the state of my investments and made any changes to keep finances moving in the right direction
Repeat review
by a verified client in Lancashire
a month ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has John Lyons helped you since your last review?
Ongoing financial management and advice via personal visits to our home and emails.
Repeat review
by a verified client in Midlothian
3 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has John Lyons helped you since your last review?
John is always readily available to give advice and help with our pensions and spending