Lyons Financial Management Ltd

Associate Partner Practice of St. James's Place Wealth Management


Richard D Grey, Director

Richard formed Lyons Financial Management in 2001 along with his wife Anne.

Richard previously worked for many years with Prudential as a Financial Adviser and Sales Manager.

Richard is a Financial Adviser qualified at Diploma Level with the Chartered Insurance Institute.

Richard assists clients with Investment Planning, Retirement Planning, Mortgages and Protection.



Helen Warne

Helen joined Lyons Financial Management in 2012

Helen is the Administration Manager & ensures that all applications are processed in a swift manner

Helen & Richard are cousins & in her words she is here as ‘no one else will put up with Richard’



George Vasey

George joined Lyons Financial Management in 2003.

George previously worked for many years with Prudential as a Financial Adviser

George provides advice on Mortgages & Mortgage Protection



Josh Peel, Trainee Financial Adviser

Josh joined Lyons Financial Management in 2016. Josh is working closely with Richard as part of his development & studying to obtain his Diploma in Regulated Financial Planning.



Richard, George, Helen & Josh all live in Hetton le Hole.



   

Your home may be repossessed if you do not keep up repayments on your mortgage.