Lyons Financial Management Ltd

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, Practice Manager

Helen joined Lyons Financial Management in 2012

Helen is the Practice 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, Mortgage Adviser

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.



Alex Leyland, Trainee Financial Adviser

Alex joined Lyons Financial Management in 2018.

Alex is initially working closely with Helen with the processing of applications & the servicing of existing clients.



Deborah Langstaff, Financial Adviser

Deborah joined Lyons Financial Management in 2018.

Deborah previously worked for 7 years with Barclays Bank as a Mortgage Adviser / Manager covering all the Newcastle City Branches. She left Barclays to join the St James’s Place Academy & further her career

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

Deborah works closely with Richard to assist clients with Investment Planning, Retirement Planning, Mortgages and Protection Planning.



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

Deborah lives in Wallsend, & although she is from ‘owa the watta’ she is still a canny lass.

Alex lives in Shadforth, & but her roots are in Hetton le Hole.