David Lloyd Email & Phone Number

Southport

I established Lloyd & Co Financial Planning to provide a service to individuals and businesses with the emphasis on long term relationships. Too many providers of financial services are sales/target driven and want to sell sell sell to clients. This is not how we work at Lloyd & Co, our ethos is to build relationships with our clients that will last a lifetime and be there to provide advice as and when it is required. I have years of experience within financial services and proud to be qualified to Chartered status, this is an exclusive title awarded by the Chartered Insurance Institute. Chartered status is held by only a small minority of financial services professionals. When dealing with a Chartered adviser you can be confident they have achieved the highest level of qualification, adhere to a strict code of ethics and are committed to continuous professional development.On our life journey we all need advice at various stages, call us today to get your LifePlan on track - 01704 443 107