This site uses cookies. We have recently updated our Privacy Policy - read more here.

×
  1. Home
  2. breadcrumbs-arrow
  3. Find an adviser
  4. breadcrumbs-arrow
  5. Wales
  6. breadcrumbs-arrow
  7. Cardiff
  8. breadcrumbs-arrow
  9. St Fagans
  10. breadcrumbs-arrow
  11. Lyles’ Independent Financial Advice Ltd

Lyles’ Independent Financial Advice Ltd

Independent Financial Adviser Llewellyn Goch, St Fagans, Cardiff, South Glamorgan, CF5 6HR
First meeting at adviser's own cost
Response rating
9.5/10
FCA verified
22nd July 2019
Professional, experienced, trustworthy and reliable. Full financial review and ongoing support offered for clients.
We can advise you on
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
Make an enquiry Request a call back 02922 278617 Recommend to a friend
Meet our advisers
Sarah Lyle
IFA
Where to find us

Llewellyn Goch, St Fagans, Cardiff, South Glamorgan, CF5 6HR

Make an enquiry
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.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Compliance

Lyles' Independent Financial Advice Ltd is an Appointed Representative of TenetConnect Ltd, which is Authorised and Regulated by the Financial Conduct Authority. TenetConnect Ltd is entered on the Financial Services Register (www.fca.org.uk/register) under reference 149826

Please be aware of the following associated risks:

Pension and Retirement / Annuities -
A pension is a long term investment the fund 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.

Occupational Pension Transfers -
By transferring your occupational pension scheme benefit into a personal arrangement, you may be giving up rights to guaranteed benefits, known levels of pension income and increases that will be applied in the future.

Investments & Savings -
The value of investments and income from them may go down. You may not get back the original amount invested.

Tax -
Tax treatment is based on individual circumstances and may be subject to change in the future.
The Financial Conduct Authority does not regulate Tax & Trust Planning and Legal Services.

We provide independent investment advice which we will discuss with you as described in our important information about our services document.

Lyles’ Independent Financial Advice Ltd is Registered in England and Wales. Company Number 10045004. Registered address and principal place of business: 55 Llewelyn Goch, St Fagans, Cardiff, CF5 6HR.

Make an enquiry Request a call back 02922 278617 Recommend to a friend
Contact options
Make an enquiry Request
a call back 02922 278617 Recommend to a friend

Similar advisers near you

Blackstone Partners
Independent Financial Adviser 1.65 mi
 
 
See profile
First Option
Independent Financial Adviser 1.75 mi
Best advice on Pensions & Investments + Great Personal Service + Lowest Adviser fees in Cardiff
 
See profile
The Private Office
Independent Financial Adviser 1.85 mi
Award-winning, Chartered financial planning firm delivering unbiased, tailored advice to protect and grow your wealth.
 
See profile
Longwood Financial Planning Ltd
Independent Financial Adviser 2.08 mi
Clear, expert, independent advice to guide you through your financial decisions and help you to prepare for your retirement.
 
See profile

Legal information

While unbiased.co.uk endeavours to verify the information provided as thoroughly as possible, it is your responsibility to ensure the adviser you choose is appropriate and regulated for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.

Access to and use of this online IFA directory is subject to unbiased.co.uk website terms and conditions and privacy policy.