Steve Lyon

Financial Adviser Dip PFS

Steve’s career in financial services started in 1987 when he joined Standard Life as an Account Manager working with Independent Financial Advisers in Bath and the surrounding area. Since leaving Standard Life in 1998 he has been a Director of his own practice within the Sesame network and also worked for a national firm of advisers.

He joined FiveWays in September 2015 and his responsibilities include advising clients, product research, and preparing client reports. He enjoys the ‘country life’, and is a keen skier.

  • “No complaints or criticism at all, FiveWays have performed well and I will recommend to others.”

    Mr A

  • “Very happy with our meetings and confident that any questions would be answered.”

    Mr B

News: Dangerous ISAs

The Innovative Finance ISA is the newest of the several ‘flavours’ of Individual Savings Account that have been tagged on to the original ISA in recent years. Investors are attracted by headline rates of return of 6-10%, but we think these schemes are much, much riskier than they look and that most investors should avoid them.

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