Lloyd & Co. Financial Planning  Omdömen 

Nothing is to much for Lloyd and Co. Transferring a pension to an investment fund is a massive decision to make. I’m extremely satisfied with the advice and the time spent with me looking at what was best for me and my family. The customer service far exceeded my high expectations and requests .Thank you for exceeding the typical customer service. It's very evident that this company cares and is passionate about values their business. The team is well led and managed and if your looking for a financial company that’s modern and likes to think outside the box this company is for you 😊 just for info this review is from Mrs Surplice 😉

I loved the way David turned the technical jargon into plain English; great advice in language I understood. I would highly recommend Lloyd & Co if you are looking for sound financial advice without the bull****. 👍👍👍

I needed advice on the best home for my savings as part of an early retirement plan, not only did I receive sound financial advice but also a great deal of encouragement that I should have no worries about my plans which was important to me. Another key positive was that I felt I was listened to when I expressed my preferences.

Very professional, very efficient and nice people to deal with.

I would have no hesitation in recommending Lloyd & Co, great service and advice for that matter. The team are always on hand should I need anything! 5*+ from me.....

high end advice backed with a service second to none.
a great young ambitious team

I was pleased by such a refreshing attitude towards financial matters . My previous experiences of other institutions have included being patronised and made to feel mercenary . Not a bit of this with David ! Happy to leave my small nest egg in his capable hands while I just enjoy life now

Not only would I recommend this company but I have already.

I have always found Lloyd & Co easy to understand in this difficult area. A very professional service in a pleasant, friendly environment. I would have no hesitation in recommending David and his team.

honest and friendly bunch ! and deliver sometimes complex information in a way that anyone can understand :)

Easy to deal with, friendly and transparent.

Excellent service covered all of retirement pension needs. Investments all performing very well. Get comprehensive explanation of how your investments are performing in layman’s terms on a regular basis. They are such lovely, helpful and dynamic team of people who are always available to help if you have questions or queries.

David Lloyd has been my financial advisor for over 10 years.
I was fortunate to receive a large cash sum some years ago. I run my own business which I wanted to continue to do, and therefore having immediate access to the cash was not a priority for me at that time.

David ensured the cash sum I received was equally spread between both short term and long term Pensions and Investments for when I did decide to retire.

I see David 2 or 3 times a year when he provides updates on the Investments and Pensions I have, and we discuss any changes we might consider for the future. I am more than happy with the growth of my Pension & Investment portfolio.

We are now focussing on my impending retirement and looking at Inheritance Tax planning.

David and his firm have also provided advice for my business including investments, and Auto Enrolment and Pension advice for my employees.

I have always been impressed with David's professionalism and honest advice. I cannot recommend him and his firm highly enough.

Superb customer service. Great advice that has protected my pension and seen it grow well.
I would have no hesitation in recommending them to anyone.

Excellent help and advice when needed, and in language I can understand.
I would recommend without hesitation.

Provided solid financial planning for myself and my family on a variety of topics. Would highly recommend.

Great one to one experience, no pressure and a real feeling it’s your future, including encouragement for your own achievable bucket list.
Would definitely recommend.

We went to Lloyd & Co after being left dissatisfied by our previous advisors. Lloyd & Co have been attentive to our needs and really have gone above and beyond what we expected.
Highly recommended