Meet our advisers

Lyndon Wesley

Lyndon Wesley (2).png

Lyndon Wesley DipPFS

Independent Financial Adviser

About me

For me, the best way to think about money is as a tool to help us live life. Giving meaning to money in the context of how we live not only helps us make much better financial decisions in the first place but also gets rid of all the worry and anxiety about the impact of those decisions.

Over the last 24 years, I’ve helped clients see the ‘bigger picture’ financially, whist taking care of the individual details that have the biggest impact on their overall wellbeing. Along the way, many clients have become friends, hopefully as a result of relationships built on mutual trust and respect. More than anything though, we have to be able to get along well and enjoy working together.

Away from work, I’ve always been an active person since working as a tennis pro in my early twenties. Sadly, the body is having none of that nonsense these days but walking, running, cycling, yoga and golf help keep me fit and satisfy my competitive side.

Location

South Yorkshire