Ben Lloyd - True Wealth Management

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.

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.