Lloyd & Co. Financial Planning is situated on Hoghton Street Southport Merseyside. We are passionate about our profession and have achieved Chartered Independent Financial Planner status. Our ethos is focused firmly on our clients happiness. We place our client’s hopes, goals and aspirations at the heart of our planning.
Lloyd & Co was founded in 2010 by David Lloyd, David has many years’ experience within the financial services profession initially working for other organisations. Lloyd & Co was established as David felt that the profession had become stale, stuffy and boring. Everywhere he had worked the focus was to sell sell sell with sales targets that had to be met. At Lloyd & Co we will never have sales targets as dealing with clients lives is a privileged responsibility and should certainly not be sales driven. Our business is founded on the basis that we are all unique human beings with our own agendas in life. Our role is to assist you in making the right financial choices to facilitate what you want out of life, and never ever make things confusing!
As an independent Financial practise based in Southport we offer independent financial advice (IFA) from the whole of market NOT just a chosen few. Our focus is on building long term client relationships, through the generations, and the delivery of quality advice. We aim to make complex issues clear and understandable, to listen to your needs and deliver what we say we will. It’s as simple as that.