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Lloyds Independent Financial Planning Ltd

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Lloyds Independent Financial Planning Ltd

Mission statement:

We will continuously look for opportunities to grow and preserve your wealth. We will work alongside you, guiding you towards achieving your financial goals. We have a passion for providing excellence in both customer service and advice. We are noted for our thorough approach, and a common phrase from our existing clients in pinpointing what sets us apart from other advisory companies is “they go the extra mile”. We will build and maintain relationships with our clients by undertaking detailed ongoing face to face consultations, we will utilise comprehensive, cutting edge research and profiling tools which combined with our experience, common sense and industry knowledge, will allow us to present our solutions and recommendations in a concise, jargon free format, enabling our clients to make confident, informed decisions.

Overview:

As professional Independent Financial Advisers we have access to the full range of products and services available in the UK, as opposed to a Tied Agent or company representative who may only advise and offer products from the company they represent.

We are authorised to deal with many forms of financial services, and specialise in giving advice to high net worth individuals on the wide range of subjects to assist in providing a true wealth management service. Our range of products and services cover:
Personal & Business Financial planning
Personal & Business Insurances
Retirement Planning
Savings & Investments
Wealth preservation/ Tax Planning

As and when necessary, we will also introduce you to the services of other professionals, such as solicitors, accountants, tax & trust specialists, stockbrokers and corporate investment banking. These additional strategic partnerships allow us to offer the most comprehensive advisory service available to both corporate entities and private individuals.

History:

Managing Director, Paul Lloyd, established Lloyds Independent Financial Planning Ltd in 2004.

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