Lyons Financial Management - Houghton le Spring

Okay, here’s a comprehensive overview of Lyons Financial Management, crafted with a formal and approachable tone, designed to be a helpful resource for potential clients:

Lyons Financial Management: A Trusted Financial Partner

Lyons Financial Management is a respected and established financial advisory firm dedicated to providing comprehensive financial planning and expert guidance to individuals and families. They operate from their offices at Address: Mozart House, Logan Terrace, Hetton-le-Hole, Houghton le Spring DH5 9PE, United Kingdom, and can be contacted directly at Phone: 1915267060. Their website, Website: lyonsfinancialmanagement.co.uk, provides further details about their services and team.

Specializations and Services

Lyons Financial Management specializes in a broad range of financial services, primarily focusing on Financial Planner roles. They offer significant expertise in Banking and Finance, assisting clients with a variety of needs, including:

• Pension Planning
• Mortgage Advice
• Remortgages
• Investment Management
• Retirement Planning

Location and Accessibility

The firm’s location at Mozart House is strategically situated within Houghton le Spring. Lyons Financial Management has prioritized accessibility for all clients. The premises feature a wheelchair-accessible entrance, wheelchair-accessible parking, and a wheelchair-accessible washroom. Furthermore, they offer convenience with dedicated facilities for clients requiring appointments. It is strongly recommended to schedule an appointment in advance to ensure efficient service.

Client Feedback and Reputation

Lyons Financial Management consistently receives high praise from its clients. The company currently boasts 8 reviews on Google My Business, with an impressive Average opinion: 5/5. This positive feedback suggests a strong commitment to client satisfaction and a professional approach. Clients consistently highlight the team’s responsiveness, ease of communication, and access to a wide network of lenders. There is a clear emphasis on providing clear and understandable explanations, particularly regarding complex financial matters.

Key Personnel & Approach

While the team is dedicated to supporting clients, individuals like Deborah, Josh, and Richard are frequently mentioned for their exceptional service. They are known for their patience, professionalism, and ability to navigate challenging situations – as evidenced by Deborah’s successful handling of a complex remortgage. The firm’s commitment to staying abreast of the latest market trends and regulations ensures clients receive informed and up-to-date advice.

Recommendation

For anyone seeking a reliable and knowledgeable financial planner, Lyons Financial Management is undoubtedly a strong contender. Their commitment to accessibility, combined with their expertise and positive client feedback, makes them a truly valuable partner in achieving your financial goals. We encourage you to visit their website at lyonsfinancialmanagement.co.uk to explore their services further and schedule a consultation.

👍 Reviews of Lyons Financial Management

Ruth R.

5/5

I met Deborah, initially, to discuss my pension etc. She then handled my re-mortgage in a complicated situation. She managed my frustration and confusion professionally. Always patient and explaining everything in a way I understood. I have no hesitation in recommending her for any financial needs.

Peter H.

5/5

I have used Lyons Financial for 2 different mortgage arrangements now and we highly recommend them. They have access to all of the top lenders, they are very responsive and easy to deal with - particularly Josh and Richard. Thanks for all of your help.

steve T.

5/5

Lyons Financial were friendly, professional and very helpful.
I would definately recommend them

Allan T.

5/5

Very friendly and helpful in preparing my pension options

Liz C.

5/5

Excellent service. Very professional and friendly.

Kevin T.

5/5

The W.

5/5

Leanne

5/5