Response rating
9.0/10
FCA verified
11th December 2017

Lyles’ Independent Financial advice

Independent Financial Adviser Llewellyn Goch, St Fagans, Cardiff, South Glamorgan, CF5 6HR
First meeting at adviser's own cost
Professional, experienced, trustworthy and reliable. Full financial review and ongoing support offered for all clients.
We can advise you on
    • Wealth management
    • Accident & sickness
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Ethical investments
    • Investing for income
    • ISAs
    • OEICs
    • Socially responsible investments
    • Unit trusts
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
Meet our advisers
Sarah Lyle
IFA
What our clients say
I was due to retire and as there was no financial advice available from the company I worked for I had to source advice elsewhere. When I contacted Sarah I explained what I was looking for and she agreed to visit me at home to discuss my needs with myself and my wife. We had a very friendly and informative meeting, Sarah listened to what we were looking for and explained our options in a way that we could both understand, we had a subsequent meeting before deciding on our current package. When we received the products and recommended the documentation was clear and exactly as Sarah had explained in our meetings. The products recommended suited our needs and we are happy with the results of the products. As this was the first time we had engaged a financial adviser, we found Sarah to be friendly, prepared to listen to our needs and recommend products which she thought would be best suited to our needs, we have annually had a face to face visit and she is always available for a chat if we have any concerns, Sarah provided all we needed from a financial adviser.
Trevor, Pembrokeshire
I am self employed and needed to secure advice regarding my pension and life insurance. Sarah has been reliable, honest, trustworthy and the only person that I would let handle my pension issues. My pension pot has increased every year, above expected levels and this is due to sound financial advice from Sarah. There really is nothing that Sarah could have done better. She reviews my portfolio every year, making suggestions on how to improve my investments - what else could I ask for?!
Jacky, Cardiff
We were planning our retirement and wanted professional advice as to our options. Sarah was able to give us easy to understand, multiple options that enabled us chose what to do and how best secure our financial future. We have seen better than expected returns already, which we are naturally delighted with. I do believe that one of the most important things is the adviser avoids jargon and or at least gives an explanation as to what the commonly used phrases all mean!
Dave, Cardiff
Sarah has proved to be by far the best financial adviser I have ever had dealings with.She was particularly helpful when I was trying to plough my way through the changes to pension fund rules. Sarah took a great deal of time to explain all options and investment opportunities,together with associated risk levels, open to me. Sarah keeps me regularly briefed regarding the performance of my investments and I know that I can contact her at any time and be sure of prompt attention. I would strongly advise anyone to get financial advice from this lady. Yours faithfully, J. P. U.
J.P.U, Blaenau, Gwent.
I was looking for pension advise as I had reached age 55. Sarah gave me pension options and made the whole process very easy. I cannot fault the way Sarah works she carried out the whole process seamlessly.
Alan, Vale of Glamorgan
Where to find us
About us

At Lyles' Independent Financial Advice, our professional and friendly team will work with you to find the best way to manage your finances. Whether it's planning for your retirement, saving for a big event, or just making sure you're getting the most from your money, we are here to help.

We help clients to build up their wealth and protect their futures, so that they can achieve their desired outcomes.

We offer an Initial financial review that is completely confidential, free of charge and without obligation. We will discuss all areas of financial planning, ensuring we fully understand your current circumstances and your future objectives. This will include discussing your pensions and retirement plans, savings and investments for emergency's and long term goals, and inheritance and succession planning. We can also put plans into place to protect you and your family should you become ill or die, such as life insurance, critical illness and income protection.

We direct and guide each client to make the most of their tax allowances available each year and to adhere to current

Our services

We specialise in the pension and retirement market.

We help you to build funds tax efficiently to support yourselves financially at your chosen retirement age.

We then help you to make the right choices to draw your funds, tax efficiently and to suit your personal circumstances.

We ensure that all options are explored and discussed clearly so that your retirement is bespoke to your individual circumstances and you can make the most of the funds available to you for your future.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£50,000
Compliance

Lyles' Independent Financial Advice Limited (FRN 740148) is an appointed representative of PDB Wealth Management Ltd which is authorised and regulated by the Financial Conduct Authority FRN 501852.

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