Christopher Lloyd Email & Phone Number

Wirral, England, United Kingdom

In short, I will get to know you, what is important to you & what you hope to achieve in order to plan your finances in way that a) optimises your chance of achieving what you want in life b) protects you & your loved ones against the unexpected and c) monitors your plans to ensure you stay on course in the event of any possible changes.I use a wide range of tools and have access to a great amount of knowledge (through myself, our team and our collective contacts) to allow us to do all the things you expect of a Financial Adviser (Tax planning, Cash Flow modelling, Pension & Investment Analysis/Management & catering for Life insurance/income protection needs etc) but the greatest value I can add is through giving financial peace of mind by having an advocate who works with you to achieve a plan to protect and enhance your finances and represents you along the way.

As an Independent Financial Planner I help my clients gain peace of mind about their present financial situation and help protect their loved ones in the event of the unthinkable. I also help them plan for the most important events in their future such as:How will they pay for their children's higher education needs.How they will cope financially in retirement.How do they protect their assets from the tax man or in the event of needing Long Term Care in the later life.I hold the Advanced Diploma in Financial Planning having passed advanced examinations in Business Financial Planning, Investments, Risk, Taxations and Trusts. I have recently passed the Pensions update exam ensuring demonstrating my knowledge on the recent complex changes to pension rules and how they impact on client wishing to either contribute or draw money from the pension plans.If you have not reviewed your finances (such as pension, investment or life assurance arrangements) in the last few years, don't get regular advice from your current financial adviser or feel you are paying too much for too little please drop me a line!

Bsc, Business Information Systems

Education record