Sarah Lyle DipPFS

Independent Financial Adviser

Mobile: 07760 162362  |  Email:

"I am a qualified Independent Financial Adviser with 17 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 including pensions, investments, protection, tax and trusts."              
 "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

Paraplanner & Administrative Support

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."



What our clients say.....

"Sarah has proved to be by far the best financial adviser I have ever had dealings with. She was parIcularly helpful when I was trying to plough my way through the changes to pension fund rules. Sarah took a great deal of time to explain all options and investment opportunities, together with associated risk levels, open to me. Sarah keeps me regularly briefed regarding the performance of my investments and I know that I can contact her at any time and be sure of prompt attention. I would strongly advise anyone to get financial advice from this lady."  J.P.U from Blaenau, Gwent

"I am self employed and needed to secure advice regarding my pension and life insurance. Sarah has been reliable, honest, trustworthy and the only person that I would let handle my pension issues. My pension pot has increased every year, above expected levels and this is due to sound financial advice from Sarah. There really is nothing that Sarah could have done better. She reviews my portfolio every year, making suggestions on how to improve my investments - what else could I ask for?!" Jacky from Cardiff

"I was due to retire and as there was no financial advice available from the company I worked for I had to source advice elsewhere. When I contacted Sarah I explained what I was looking for and she agreed to visit me at home to discuss my needs with myself and my wife. We had a very friendly and informative meeting, Sarah listened to what we were looking for and explained our options in a way that we could both understand, we had a subsequent meeting before deciding on our current package. When we received the products recommended the documentation was clear and exactly as Sarah had explained in our meetings. The products recommended suited our needs and we are happy with the results of the products. As this was the first time we had engaged a financial adviser, we found Sarah to be friendly, prepared to listen to our needs and recommend products which she thought would be best suited to our needs, we have annually had a face to face visit and she is always available for a chat if we have any concerns, Sarah provided all we needed from a financial adviser." Trevor from Pembrokeshire

More of our clients reviews can be found on the Unbiased and Vouched for websites - Please see our Links Page