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  • Life changing money saving
    LIFE CHANGING
    "You’ve got to have a dream, if you don’t have a dream,
    how you gonna have a dream come true?" Captain Sensible  
  • Dare to dream
    LLOYD & CO
    FINANCIAL PLANNING (IFA)
    ITS NOT ALL ABOUT THE MONEY
  • Dare to dream
    HAVE A DREAM!
    "IF YOU CAN DREAM (AND PLAN FOR IT) YOU CAN DO IT"
    Walt Disney (Amended & improved by David Lloyd)  
  • Dare to dream
    "IF YOU CAN'T EXPLAIN IT SIMPLY ENOUGH
    THEN YOU DON'T UNDERSTAND IT WELL ENOUGH"
    Albert Einstein  
  • Dare to dream
    "SOCIETY CONDITIONS US TO SAVE FOR THE FUTURE, DELAYED GRATIFICATION.
    WE BELIEVE YOU ALSO HAVE TO LIVE FOR TODAY, ITS ALL ABOUT BALANCE"

Independent Financial Advice Reinvented. Although we are chartered, we are also very friendly. We all smile a lot and we all also make great tea and coffee.

We want to inspire you to have the best life you can and provide the peace of mind that you can afford to do it.

Why not pop down to our Southport based office for a cup of tea and chat about how we can help you with your finances.

About Lloyd & Co Financial Planning

About Us

We aim to change our clients lives and help them realise their dreams. Financial planning should not be grey and boring, it should be a partnership for life between you and your advisers. Lloyd & Co are chartered independent financial advisers (IFA) based in the sunny seaside town of Southport Merseyside

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Your Journey

Life largely happens around us, before we know it we are full of responsibilities and do not have a plan for what we want out of life. Your finances are intrinsically linked to your lifestyle and we can help you to make sense of all of it and put a process inplace to maintain it.

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Our Services

You might think that financial advisors are there to explain what an ISA is or where your pension is invested. However, that is only part of the job description. Financial advice is really about establishing what's dear to you, how you got to where you are and where you want to be in the future.

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Chartered Status

Only 1% of financial planners are chartered.  We are one of them

Chartered status enables individuals and firms to demonstrate their professional commitment to raising standards of knowledge, capability and ethical practice. It tells their customers that they can expect the highest quality of service.

With increased FCA regulation, new distribution channels, intense competition and relentless media scrutiny, the insurance and financial services sector is constantly aiming to improve professionally.

We are very proud of our independent Financial Advisor (IFA) Chartered status as only a small percentage of financial planning practises hold this title.

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"Reviewing your plan is vital as the goals might not change but the journey to them could alter. "

David Lloyd  

Our Case Studies

Please read our case studies, for privacy purposes the names have been changed. However, should you wish to speak with an existing Lloyd & Co client to discuss how they found our services, please just ask.

Why not look at all our case studies

All Case Studies

"The financial service profession is stale and boring,  we want you to be excited by your future"

David Lloyd