Stewart Lyon Financial Services was established in 1984 by the present proprietor Charles Stewart. He had previously graduated BA in Finance & Marketing at Robert Gordon University in Aberdeen before working for a well known north-east firm of Chartered Accountants. Originally the firm provided accountancy and a taxation service for small businesses and share fisherman as well as the traditional insurance broker service.
Today Stewart Lyon is a fully Independent Financial Advisor regulated directly by the Personal Investment Authority and providing advice on investment, pensions, mortgages and life assurance. Apart from Charles Stewart, Fred Rhind and Bob Stewart also advise on all these areas while Ella Garden provides the administration backup. These staff have between them 110 years experience of financial services. Rather than move into the corporate market we deal mainly with ordinary working people who need help particularly as the "door to door" insurance man no longer exists.
We still provide a full general insurance service for motor insurance, home contents and buildings, and commercial clients with Laura MacDougall specialising in this area.
Our final member of staff Kathleen Flynn continues to help Charles Stewart with the self assessment tax return service and small business accountancy.
We intend in the future to be true to our roots in providing face to face personal service to clients while using the most up to date computer technology to assess products.