Stewart Lyon Financial Services
SL
Financial Advisors
Stewart Lyon Financial Services
18 Pitgaveny St, Lossiemouth IV31 6NT
# Stewart Lyon Limited
Stewart Lyon Limited is an independent financial advisory firm based in Lossiemouth, Moray, with over 30 years of experience guiding clients through complex financial decisions. The firm serves UK investors seeking personalised financial planning, from first-time property buyers to those approaching retirement.
The business distinguishes itself through a bespoke approach to financial planning. Rather than offering one-size-fits-all solutions, Stewart Lyon takes time to understand each client's specific circumstances, objectives and aspirations before developing tailored strategies. This consultative methodology extends beyond initial advice—the firm commits to regular reviews ensuring plans evolve with changing life circumstances and market conditions.
Stewart Lyon's comprehensive service range spans investments, pensions, mortgages and protection insurance. On the investment side, they advise on lump sums, ISAs, unit trusts and offshore options. Pension expertise covers retirement planning, transfers, drawdown arrangements and auto-enrolment requirements. The mortgage services include first-time buyer support, remortgages, buy-to-let and equity release solutions. Protection offerings range from life assurance to critical illness and income protection insurance.
The firm's credibility is reinforced by its FCA authorisation and regulation (FSA number 830065), alongside Scottish company registration. This regulatory standing provides clients with confidence in the firm's compliance and professional standards. By combining extensive experience with a commitment to understanding individual needs, Stewart Lyon positions itself as a trusted advisor capable of navigating the modern financial landscape.
Stewart Lyon Limited is an independent financial advisory firm based in Lossiemouth, Moray, with over 30 years of experience guiding clients through complex financial decisions. The firm serves UK investors seeking personalised financial planning, from first-time property buyers to those approaching retirement.
The business distinguishes itself through a bespoke approach to financial planning. Rather than offering one-size-fits-all solutions, Stewart Lyon takes time to understand each client's specific circumstances, objectives and aspirations before developing tailored strategies. This consultative methodology extends beyond initial advice—the firm commits to regular reviews ensuring plans evolve with changing life circumstances and market conditions.
Stewart Lyon's comprehensive service range spans investments, pensions, mortgages and protection insurance. On the investment side, they advise on lump sums, ISAs, unit trusts and offshore options. Pension expertise covers retirement planning, transfers, drawdown arrangements and auto-enrolment requirements. The mortgage services include first-time buyer support, remortgages, buy-to-let and equity release solutions. Protection offerings range from life assurance to critical illness and income protection insurance.
The firm's credibility is reinforced by its FCA authorisation and regulation (FSA number 830065), alongside Scottish company registration. This regulatory standing provides clients with confidence in the firm's compliance and professional standards. By combining extensive experience with a commitment to understanding individual needs, Stewart Lyon positions itself as a trusted advisor capable of navigating the modern financial landscape.
Services offered
Pension planning and reviewsInvestment portfolio managementMortgage advice and arrangementLife assurance and protection insurancePension transfers and drawdownISA and savings adviceRetirement planningEquity release