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Lyons Financial Planning Limited

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Dan Lyons is the director of Lyons Financial Planning Limited, and qualified as a Financial Planner in 2006. He holds a Higher National Diploma in Business followed by a Diploma in Financial Planning achieved through the Chartered Insurance Institute.

Dan is committed to providing a first class client experience. He provides personalised advice across investments, pensions, estate planning and protection. With a genuine interest in all of his client’s needs and future aspirations, he takes pride in offering a professional and friendly service. Dan helps to simplify the financial planning process, in what has become a complex world.

Dan joined Prudential in 2013 as a Partner of Prudential Financial Planning, and after seven successful years decided to set up his own business as an appointed representative of Prudential. This allows him to continue looking after his clients’ financial needs as a Member of The Advice Partnership from Prudential.

From 19th November 2021, “Prudential Financial Planning” and “The Advice Partnership from Prudential” are now known as “M&G Wealth Advice”.

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Lyons Financial Planning Limited is an appointed representative of M&G Wealth Advice Limited. M&G Wealth Advice Limited is authorised and regulated by the Financial Conduct Authority. M&G Wealth Advice Limited is registered in England and Wales. Registered office at 10 Fenchurch Avenue, London EC3M 5AG. Registered number 5739054.

M&G plc, incorporated and registered in England and Wales. Registered office: 10 Fenchurch Avenue, London EC3M 5AG. Registered number 11444019. M&G plc is a holding company, some of whose subsidiaries are authorised and regulated, as applicable, by the Prudential Regulation Authority and the Financial Conduct Authority.

M&G plc is a company incorporated and with its principal place of business in England, and its affiliated companies constitute a leading savings and investments business. M&G plc is the direct parent company of The Prudential Assurance Company Limited. The Prudential Assurance Company Limited is not affiliated in any manner with Prudential Financial, Inc, a company whose principal place of business is in the United States of America or Prudential plc, an international group incorporated in the United Kingdom.