Managing Director, Paul Lloyd, established Lloyds Independent Financial Planning Ltd in 2004. Paul has over 20 years’ experience within the financial services industry, and qualified as an Independent Financial Adviser in 1996.
We are completely independent. We have no ties to life assurance companies or fund management groups. This means that we are able to offer the most suitable ‘whole of market’ Investment solutions available to meet your specific requirements. We concentrate on long term relationships.
Looking after our clients is our passion!
We believe our approach to planning your financial future is unique, we do not just advise you as clients but we take care of you as individuals. We take a genuine interest in you, what is important to you, and your goals. We review your current financial situation, and using the latest research and profiling technology aligned with our knowledge, experience and common sense, we develop a powerful strategy to get you where you want to be.
3 Langford Court, Bridge Farm, Ongar Road, Brentwood, CM15 0LB
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