Our independent financial advisers will discuss in detail your financial needs in order to gain a deep understanding of your circumstances. Our purpose is to ensure recommendations are made with your best interests in mind.
Knowing your client is first and foremost to any financial plan. We will gain insight into your personal circumstances, and make tailored recommendations based on your ideals and goals, ensuring that you are at the centre of all decisions
We collect information on your income, assets, pensions, spending, and future goals.
We will create a visual forecast of your financial future.
We model “what if” scenarios such as retiring early, downsizing your home, helping children financially and many other life scenarios.
You will be able to gain clarity and peace of mind knowing your choices are guided by a clear financial picture that you can live the life you want to without the fear that you are going to run out of money in your lifetime.
Deciding whom to enlist to help manage your finances can be a big decision – especially if you are looking for guidance on investing and long-term financial planning. As Independent financial advisors we can provide a wide range of options to suit your personal circumstances.
Meet the team
Harry Blair
Managing Director | Independent Financial Adviser
Jessica Craig
Independent Financial Advisor
Nicole Bell
Client Services Administrator
Financial advice which puts your financial needs first
Lanyon Financial Planning
