There is no such as thing as ‘one size fits all’. Individual needs, wants and dreams are specific. Determining what you need, want and dream about is what we do best. It’s what we live and breathe every day and we couldn’t do what we do if it didn’t make a difference to people’s lives. You may have one need, want or dream, or you may have many. Either way, let’s see if we can bring it to life.

Here are some of the things people come to see us about – it’s not an exhaustive list, but technically it’s what we do. We try to keep things simple so the icons below will tell you the basic idea. If you want to know more please feel free to get in contact.

LifePlan

What would be your biggest regret if you died tomorrow?

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Personal Protection

When is it the right time to get serious?

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Investment Planning

The most fun bit of financial planning. Watching your money grow!

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Retirement and Pension Planning

Will we have enough income in retirement to provide that lovely relaxing and fulfilling retirement?

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Long Term Care

We’d all like to be sure that our wellbeing is taken care of in the later years without burdening our family.

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Inheritance tax

Inheritance tax planning isn’t just about the money, it’s about making that experience as financially stress free as it can possibly be.

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Taxation & Trust

Essential if you want to ensure the right people are looking after your affairs upon mental impairment or death.

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Mortgages

Really important things that enable people to buy houses.

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Savings and cash management

It gives you that peace of mind that if you really needed something one rainy day, you only have to dip into your rainy day fund to get it.

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Call us today at 01704 443 107 or Email us at info@lloydfp.co.uk

"Society conditions us to save for the future - delayed gratification. We believe you also have to live for today, its all about balance."

David Lloyd