Lyles' Independent Financial Advice

Welcome to Lyles Independent Financial Advice, a reputable firm offering a comprehensive range of financial services tailored to meet the diverse needs of our clients. Our seasoned team of professionals is dedicated to helping you manage your finances effectively, whether you are planning for your retirement, saving for a significant event, or seeking to optimize your current financial situation. We are committed to building long-term relationships with our clients, rooted in trust and mutual respect.

Our registered office is located at 55 Llewelyn Goch, St Fagans, Cardiff, UK. CF5 6HR, and we are registered in England and Wales under the company number 10045004. Lyles' Independent Financial Advice Ltd is an appointed representative of 2plan wealth management Ltd, which is authorized and regulated by the Financial Conduct Authority. Our FCA registration number is 740148, and you can find us on the FCA register at www.fca.org.uk using our registration number.

Our Services

At Lyles Independent Financial Advice, we offer a wide array of services designed to help you achieve your financial goals. These services include:

• Financial Planning: Our team of experts will work closely with you to assess your current financial situation and develop a customized plan to help you achieve your long-term financial objectives. We will consider factors such as your income, expenses, assets, liabilities, and risk tolerance to create a comprehensive financial plan that suits your unique needs.

• Savings and Investments: We can help you choose the right savings and investment products to grow your wealth over time. Our advisers will consider factors such as your risk tolerance, investment horizon, and financial goals to recommend suitable investment solutions that align with your objectives.

• Pension and Retirement Planning: Planning for retirement is a crucial aspect of financial planning. Our experienced advisers can help you navigate the complex world of pensions and retirement planning, ensuring that you have enough income to enjoy your retirement years. We can also assist with pension transfers, annuities, and drawdown options.

• Protection Planning: Protecting your financial future is essential, and we offer a range of insurance products to help you do just that. Our advisers can help you choose the right life insurance, critical illness cover, or income protection policy to safeguard your financial wellbeing in the event of unforeseen circumstances.

• Tax Planning: Taxes can significantly impact your financial situation, and effective tax planning is crucial to maximizing your wealth. Our experienced advisers can help you develop a tax-efficient strategy that minimizes your tax liability and maximizes your disposable income.

• Estate Planning: Planning for the distribution of your assets after your death is an essential aspect of financial planning. Our advisers can help you create a comprehensive estate plan that ensures your wishes are carried out and your loved ones are provided for.

• Advice for Business: As a business owner, managing your finances effectively is crucial to your success. We offer a range of financial services tailored to meet the unique needs of business owners, including retirement planning, protection planning, tax planning, and estate planning.

Our team of experienced financial advisers is here to help you navigate the complex world of financial planning. Contact us today to learn more about how we can help you achieve your financial goals.