Richard D Grey

Dip PFS

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.

About

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.

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

The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

Lyons Financial Management is a trading name of Lyons Financial Management 2001 Limited. Lyons Financial Management 2001 Limited is registered in England and Wales, Number 14952569. Registered Office: The Auld Bank, 3 Front Street, Hetton le Hole, Tyne & Wear, DH5 9PF.