Lloyd & Co. Financial Planning

Independent Financial Adviser  Chartered House, Merseyside, Southport, PR9 0NS
check
FCA authorised
Last authorised 1st March 2021
Life changing advice is not just about the money, but making sure you get the most out of your life.
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
Regular savings
check
Accident & sickness
check
Critical illness
check
Healthcare
check
Income protection insurance
check
Large business
check
Life insurance
check
Payment protection insurance
check
Small business
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Commercial mortgages
check
Corporate pension
check
Employee benefits
check
Group ISA
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
check
Group risk
check
Long term care
Meet our advisers
MR David Lloyd APFS
Director - Independant Financial Planner
MISS Natasha Harrison
About us

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.

Our services

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"

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face

Chartered House, 15 Hoghton Street, Merseyside, Southport, PR9 0NS

Similar advisers near you

Independent Financial Adviser 1.43 mi
Independent Financial Planners, specialising in pensions, investments and retirement planning.
 
Independent Financial Adviser 1.43 mi
A progressive, forward-thinking Financial Planning business situated in the North-West of England, we have a compelling proposition if you're looking for advice on family protection, pensions, investment, and tax mitigation.
 
Independent Financial Adviser 1.5 mi
We offer holistic Financial Planning advice and specialise in Investments, Pensions & Retirement Planning.
 
Independent Financial Adviser 2.01 mi
Here at Smith, Law & Shepherds IFA we have advisers that can help in every situation, why not take advantage of our free initial meeting and see first hand what we can do for you.