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.
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.
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!).