Stewart Lyon Limited

Stewart Lyon Limited Here at Stewart Lyon we offer independent financial advice you can rely on! Here at Stewart Lyons we offer independent financial advice you can rely on!

With over 30 years of experience, we can guide you through today's financial maze, from buying your first house to planning for retirement and beyond.

We would like to wish the very best of luck to Lils, Laila and all of Team Scotland at the World Cheerleading Championsh...
12/12/2025

We would like to wish the very best of luck to Lils, Laila and all of Team Scotland at the World Cheerleading Championships in Orlando next April! We'll all be cheering you on!

If you would like to support the girls they have a table at the Christmas Market at the Sports Centre in Elgin tomorrow, 13th of December from 10-3.
A lovely big hamper up for grabs, a bottle raffle, lucky dip for kids and some sweets and goodies too.

We are fundraising to help get Lils and Laila to Orlando to represent Scotland at the World… Lils and Laila needs your support for Lils and Laila go to Worlds

*Due to a fantastic response to this position, we will now be closing application on Friday the 23rd of February*Employm...
13/02/2024

*Due to a fantastic response to this position, we will now be closing application on Friday the 23rd of February*

Employment Opportunity

Role: Administrator (Full Time, Permanent)

Locations: Lossiemouth, Moray

Due to internal progression, Stewart Lyon Ltd is pleased to have an opportunity for an administrator to join our well-established financial services team Permanent. We have been providing highly personalised financial planning and investment advice in Lossiemouth for over 40 years and specialise in retirement planning, investment management, home finances and all aspects of insurance.

The Opportunity
You would be responsible, along with our administration team, for general administration, diary management, client liaison, updating records, gathering provider information, valuations & transactions as well as processing new business & proof-reading documents.
We like to invest in the professional development of our staff and provide opportunities for relevant study and career progression.

Responsibilities
• Answering calls and managing the switch board, welcoming clients and handling general enquiries.
• Typing and proof-reading documents & processing the incoming and outgoing mail.
• Updating the client database & maintaining archive.
• Supporting advisers service new and existing clients
Requirements
• Strong Communication skills – verbal and written.
• IT skills including good computer literacy, excellent typing and experience of Microsoft office are essential.
• Exceptional attention to detail.
• Ability to multitask.
• Demonstration of initiative
• Financial Services experience advantageous but not essential.

Please send your CV and covering letter to Stewart Lyon Financial Services, 18 Pitgaveny Street, Lossiemouth, IV31 6NT or via email to [email protected] by 23rd February 2024.

Ted's all dressed up and ready for Saterdays coronation of His Majesty King Charles III! The office will be closed on Mo...
05/05/2023

Ted's all dressed up and ready for Saterdays coronation of His Majesty King Charles III! The office will be closed on Monday the 8th May for the coronation bank holiday.

Best of luck to Owen Watson and Gwyn Edwards at the Under 21 Scottish Curling Junior Mixed Doubles Championships 2day 🤞🏻...
24/03/2023

Best of luck to Owen Watson and Gwyn Edwards at the Under 21 Scottish Curling Junior Mixed Doubles Championships 2day 🤞🏻

Doesn’t our logo look good 🙌🏼😀

Magic xmas lunch at Sunninghill ☺
21/12/2022

Magic xmas lunch at Sunninghill ☺

21/12/2022

The office will be closed today, Wednesday the 21st of December from 12 o'clock, for our staff Christmas Party. 🥂🎉

We will close for Christmas on Friday the 23rd of December at 4 o'clock and reopen on the 4th of January at 9am.

🎄Everyone at Stewart Lyon would like to take this opportunity to wish our clients a very Merry Christmas and a Happy New Year! We look forward to seeing you all in 2023!🎄

Good luck to everyone competing in the Moray Open this week!
18/07/2022

Good luck to everyone competing in the Moray Open this week!

****Easter break****Our office will close at 5pm on Thursday 14 April until Tuesday 19 April at 9am!
11/04/2022

****Easter break****
Our office will close at 5pm on Thursday 14 April until Tuesday 19 April at 9am!

Spring is a great time to update your current routine and adopt new behaviours that fit into your lifestyle. While most ...
18/03/2022

Spring is a great time to update your current routine and adopt new behaviours that fit into your lifestyle.

While most people use this time to reorganise the home, it's also a great chance for you to tackle your finances too.

This can be achieved by getting rid of things that no longer serve you, and your bad spending habits are no exception. Take this time to look over your spending and determine bad habits that are detrimental to your finances.

 International Womans Day 8th MarchOn average, women today retire with half the private pension of men. This gap is expe...
07/03/2022


International Womans Day 8th March

On average, women today retire with half the private pension of men.

This gap is expected to be smaller for younger women entering the workforce today, but not by much, and we want this to change.

Find out the steps you can take to help plan for your future 🤑

10/11/2020

PLEASE SHARE

Help for local Moray-based Charities!

We decided to use our skill and experience to invest £5,000 at the start of lockdown in March and donate any profit to charities working to benefit the people of Moray. Adviser Charles said “I was telling clients not to worry so thought what better way to show them by putting my money where my mouth was. I am now delighted to be able to donate £1,250 to local charities"

If you know of any Moray-based registered charity which is struggling during these difficult times, please email [email protected] by 30th November 2020. Five Local charities will be given a grant of £250 each.

Address

18 Pitgaveny Street
Lossiemouth
IV316NT

Opening Hours

Monday 9am - 1pm
2pm - 5pm
Tuesday 9am - 1pm
2pm - 5pm
Wednesday 9am - 1pm
2pm - 5pm
Thursday 9am - 1pm
2pm - 5pm
Friday 9am - 1pm
2pm - 5pm

Telephone

+441343814224

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