Ben Lloyd - True Wealth Management

Independent Financial Adviser  Anglo House, Stourport on severn, Worcestershire, DY13 9AW
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FCA authorised
Last authorised 14th September 2020
Ben’s specialist area is guiding people up to and into retirement with clear and impartial Pensions and Investment advice.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Long term care
Meet our advisers
Ben Lloyd FPFS Chartered Financial Planner
Chartered Financial Planner
About us

As an IFA with True Wealth Management, I’m committed to delivering better value and choice for my clients.

With over 20 years experience in Wealth Management, and qualified as both a Chartered Financial Planner and with the internationally recognized Certificate in Financial planning (CFPCM) I can bring a depth of understanding to your financial situation. I have also been awarded fellowship of the personal finance society (PFS) which is the highest designation awarded by the PFS.

I provide independent financial advice putting the needs of my clients at the heart of everything I do. I have developed many lifelong relationships with clients, helping them to secure the financial futures of themselves and their families through the breadth of wealth management and financial planning services that I offer.

Our services

I offer a relationship based fully independent, financial planning and wealth management service centred on you. We take technology further. Recognising that everyone’s personal situations are unique, I will take the time to get to know you and what's important to you.

As a result, you will be better informed, confident and empowered to reach your financial goals.

I will make no compromise.

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
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    Face to face

Anglo House, Worcester Road, Stourport On Severn, Worcestershire, DY13 9AW

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