We are NOT boring and pride ourselves on our new approach to planning. Our approach is completely holistic and focuses on people and companies getting the most out of their lives/businesses, not just their finances. My role primarily focusses on the people within the business and the day to day operations. However, as you can imagine, as a business owner I have MANY hats! My sweet spot in the business is always where I can add the most value! One day I might be strategic planning and the next I might be roller booting for social media!I've been a business owner and Director at Lloyd & Co. Financial Planning since 2009. Our firm is specialised in the field of Financial Services. We provide advice to individuals and corporates in a whole host of areas! We also have Lloyd & Co. Employee Benefits which deal with large corporate Health Cash plans, Group Life and Corporate Employee Benefit strategies and training. In addition, we create tailored benefits packages for firms, all managed on your own personalised Employee Benefits Platform giving you peace of mind and ease of management. In addition, we launched Lloyd & Co. Insurance in 2019, and are offering both personal and corporate general and commercial insurance.In 2020 we opened Lloyd & Co. Trust & Estates which specialises in Wills, Trusts and all associated works. In 2023 we also opened Lloyd & Co. R&D Capital Allowances which specialises in reclaim of Capital Allowances for owners of all types of commercial properties. The business is really going from strength to strength, all thanks to our great team!