As an established Chartered practice we are passionate about ensuring our clients get the most out of their lives. Lloyd & Co exists to do things differently.
David set up Lloyd & Co as he was frustrated with the financial services profession. Everywhere he had previously worked had always placed focus on sales above service, provided differing levels of service to clients depending on the value of the client to the firm and only provided the first meeting with a client free of charge. Lloyd & Co have no sales targets, dont charge for time and do not categorise clients. We aim to provide the same level of high service to all clients.
We believe money can not buy happiness, although it certainly can facilitate it. Each of our clients circumstance are different and everyone needs a different amount of capital in order to live the life of their dreams. Working with Lloyd & Co we will establish what your magic number is and help you acheive it. We promise we will work just as hard on helping you set goals and decide on your dreams as we will on your money.
Everything we do is focused on our relationship with our clients. Our focus is not only ensuring clients understanding of the advice provided but also on understanding the importance of using their assets to maximise their lifestyle. It really is all about balance.
We do not charge for time and are happy to spend as much time as is needed with our clients. We provide 6 month reviews and are always available.
Financial planning is not ALL about the money.
"You've got to have a dream, if you dont have a dream, how ya gonna have a dream come true"
Chartered House, 15 Hoghton Street, Merseyside, Southport, PR9 0NS
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