Mark Lyons
Financial Adviser
FCA reference number: MAL01194
I joined HL in 2005 and have worked in a number of areas in the business as I have progressed my career. I have been advising clients across a broad range of financial advice areas since 2012 and have achieved Chartered status. I am also one of the defined benefit pension transfer specialists here at HL.
I joined HL in 2005 and have worked in a number of areas in the business as I have progressed my career. I have been advising clients across a broad range of financial advice areas since 2012 and have achieved Chartered status. I am also one of the defined benefit pension transfer specialists here at HL.
Expertise
Retirement Planning Tax-efficient Investing Family Financial Planning Estate and Inheritance Tax Planning Business Owners and Entrepreneurs Life Event and Crisis Planning Pension Transfers Defined Benefit Pension Transfers
Qualifications
- Advanced Diploma in Financial Planning
- Associate of the Personal Finance Society
Region and method of advice
Based in the South West, I tend to offer flexible remote consultations by phone or video call to accommodate diverse preferences and locations beyond my catchment. I can also provide in-person meetings within my region, where required.
Based in the South West
In-person meetings
Phone and Video call
Region and method of advice
Based in Bristol, I tend to offer flexible remote consultations by phone or video call to accommodate diverse preferences and locations beyond my catchment. I can also provide in-person meetings at the HL Office in Bristol.
Approach and experience
First and foremost, I take the time to listen to my clients and fully understand what their needs, circumstances and objectives are. Once these are fully understood, I will then provide financial advice which is tailored towards my clients’ goals. My aim when providing financial advice is to ultimately put my clients in a better place than they were beforehand. I have many clients who I provide ongoing advice to and building these ongoing relationships is important to me.
Personal interests
In my spare time I like to be outside, either going on walks with my wife, daughter and enthusiastic ‘puddle finding’ golden retriever or relaxing by a lake fishing (albeit this tends to be in the warmer months!).