Lyles’ Independent Financial Advice Ltd

Independent Financial Adviser  Llewellyn Goch, St fagans, Cardiff, CF5 6HR
First meeting at adviser's own cost
Professional, experienced, trustworthy and reliable. Full financial review and ongoing support offered for clients.
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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OEICs
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
Response rating
9.0/10
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FCA authorised
Last authorised 3rd August 2020
Meet our advisers
Sarah Lyle
IFA

This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification accesses the specialist knowledge and skills needed for advising on the transfer of safeguarded benefits

About us

At Lyles' Independent Financial Advice Ltd, our professional and friendly team will work with you to find a suitable 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.

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

Please refer to the compliance section below for all relevant risk warnings.

Our services

We specialise in the pension and retirement market. We are appropriately qualified and have the required permissions to advise on Final Salary/Defined Benefit Pension Schemes.

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.

Where to find us
Head office address: Llewellyn Goch, St Fagans, Cardiff, South Glamorgan, CF5 6HR
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face
Compliance

Lyles' Independent Financial Advice Ltd is an appointed representative of TenetConnect Ltd.

Lyles' Independent Financial Advice Ltd is registered in England and Wales under company number <phone number hidden>. Registered office address: 55 Llewelyn Goch, St Fagans, Cardiff. CF5 6HR

A pension is a long term investment, the fund value may fluctuate and can go down. Your eventual income may depend upon the size of the fund at retirement, future interest rates and tax legislation.

Tax planning is not regulated by the Financial Conduct Authority.

Response rating
9.0/10
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FCA authorised
Last authorised 3rd August 2020

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