Ben Lloyd - True Wealth Management

Independent Financial Adviser Anglo House, Worcester Road, Stourport On Severn, Worcestershire, DY13 9AW
First meeting at adviser's own cost
Response rating
10/10
FCA verified
15th July 2019
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
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
Ben Lloyd FPFS Chartered Financial Planner
Chartered Financial Planner
Accreditations
Chartered Financial Planner Certified Financial Planner
What our clients say
I approached Ben for advice and information in relation to my pension and general financial matters. He was very thorough in his approach and gained a complete picture of my current situation and future plans before providing several sound recommendations that I was happy to accept. I wouldn’t hesitate to recommend Ben – as well as providing very useful guidance in a professional manner he’s also very friendly and personable.
Catherine Every, Herefordshire
Where to find us

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

Make an enquiry
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.

Advice methods
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Compliance

Ben Lloyd is a registered individual of True Wealth Management Ltd which is authorised and regulated by the Financial Conduct Authority. FNR number 593156.
Independent Advice - We will advise and make a recommendation for you after we have assessed your needs. Our recommendation will be based on a comprehensive and fair analysis of the market.
Investments can fluctuate in value and investors may not get back the amount they invest. Tax treatment is dependent upon individual circumstances and may be subject to change in the future.
We offer non-investment protection products (e.g. term assurance, income protection, critical illness from a range of insurers.)
The guidance and/or advice contained within the website are subject to the UK regulatory regime.

Similar advisers near you

Independent Financial Adviser 2.69 mi
Our specialisations lie within constructing tax efficient investment portfolios and retirement planning, be it 'saving for' or 'at retirement' solutions*
 
Independent Financial Adviser 2.87 mi
Johanne and Julian offer professional financial advice, helping you to secure you and your families future.
 
Independent Financial Adviser 5.5 mi
One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
 
Financial Adviser (Restricted Whole of Market) 5.62 mi
Financial Planners helping business owners, senior executives and people approaching retirement to achieve their personal and financial goals.