Cy Financial Advice
CY Financial Advice is an advisory firm specializing in retirement planning for those in or nearing retirement. While many retirement planners work for banks and are rewarded for selling the bank’s products, we are an independent firm that work for you instead of the bank. We know that your experience with retirement planning may not have been good so far, or you may have done little to none. We understand—it can be time-consuming, confusing and expensive. We listened to what people liked and what they didn’t and we came up with new ways of working that make people happy. Instead of focusing on selling you products, we get straight down to the job of answering the most important questions, like. • When can you afford to retire? • How can we reduce your risk? • How long will your funds last? Answering these questions first will help you make smart decisions about your money. If you think we could help you with your retirement planning, get in touch with us.
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Verified contacts
6
available on Kipplo
LinkedIn employees
5
1 to 10 range
Open roles
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no listings
Distinct roles
6
indexed titles
Tech stack
1
tools in use
Monthly traffic
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organic / mo
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Decision-makers and verified team members
6 contacts with verified email or phone · masked until revealed.
- SL
Simone Lewis
Financial Planner · Finance & Accounting
EmailPhone - CY
Chris Young
Retirement Planner & Financial Advisor Director · Other
EmailPhone - SG
Sam Graham
Independent Financial Adviser · Finance & Accounting
EmailPhone - BC
Brad Clarke
Senior Financial Adviser · Finance & Accounting
EmailPhone
Showing 4 of 6 verified contacts
Top roles at Cy Financial Advice
6 distinct titles indexed · top 6 shown.
- 1financial planner
- 1financial planning assistant
- 1independent financial adviser
- 1paraplanner
- 1retirement planner & financial advisor director
- 1senior financial adviser
Sign up to unlock all 6 contacts at Cy Financial Advice
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