Sarah Lyle DipPFS

Independent Financial Adviser

Mobile: 07760 162362  |  Email:

I am a qualified Independent Financial Adviser with 18 years’ experience working within the financial services industry. I started my career in the banking sector working part time for HBOS whilst my two daughters were at primary school. During my career I have also worked for CIS (Cooperative Insurance Services), HSBC Bank and the Chambers Partnership Ltd. I have significant experience in all aspects of financial services. 

In 2017 I passed the Advanced Diploma in Pension Planning exam (AF3) and I have  the permissions required to advise on Defined Benefit Pension Schemes.
 "I build a close relationship with my clients and look in detail at their whole financial circumstances, so that I can provide financial advice that is tailored to their needs and long term objectives. Importantly, the relationship is ongoing, built on trust and encompasses the many changes that occur during the clients and their families lives."          

Rob Lyle DipPFS


Telephone: 02920 899521  |  Email:

After passing the diploma in regulated financial services in 2014, I have continued to build and enhance my knowledge & experience by supporting a team of Financial Planners and through continuous professional development. In 2017 I passed the Advanced Diploma in Pension Planning exam (AF3), further increasing and developing my knowledge in the specialist area of pensions.

"I work closely with a Financial Adviser, aligning the research and analysis of client’s products, needs and objectives to ensure a cost effective and suitable solution is found."