FCA verified
18th September 2017

Accalon Associates Limited

Independent Financial Adviser Unit 2a Hockliffe Business Park, Hockliffe, Bedfordshire, LU7 9NB
We can advise you on
    • ISAs
    • OEICs
    • Offshore investments
    • Unit trusts
    • Group pensions
    • Taxation planning
Meet our advisers
adviser-person
Will Lloyd DIP PFS AIFP
Financial Planner
Where to find us
About us

An established practice formed in 1997 that works in partnership with clients who take their and their families financial future seriously. Specialising in Lifestyle Financial Planning & telling the truth about money. Primarily working with clients in Herts Beds & Bucks, services are modelled around a fee based financial planning programme. Clients can only be best served by the firm being wholly independent, qualified and highly professional. Clients must be able to tangibly measure the value that is brought to the relationship.

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£50,000
Minimum mortgage value
£0

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