"Joe was very patient and happy to…"

Joe was very patient and happy to explain the process of transferring and setting up my new pension. I wouldn’t hesitate in recommending both Joe and the company to friends and family. Thanks again Joe and the team.

"Really happy with the service provided…"

Really happy with the service provided by the company. Have been with them for many years and they are very helpful, friendly and give very reliable advice. Nothing is too much trouble.

"All members of staff were very polite…"

All members of staff were very polite and always welcomed you with a smile and cup of coffee. The team is very knowledgeable and spent the time to explain all the relevant point relating to your individual situation. My personal contact replies promptly to my emails and will take the time to ensure all point are answered clearly. This is my first experience using this type of service and as it stands I have been impressed and would recommend them happily to others

"They are professional in every way"

They make me and my partner feel confident about the decisions they make on our behalf. All the staff are very welcoming and respectful. They always try to resolve any issues as speedily as possible. I know they would be available when we need help with our financial matters.

"Consultative and personalised advice…"

Consultative and personalised advice delivered in a friendly and straightforward way

"My pension transfer was very straight forward"

I was very impressed with the whole process of managing my personal pension transfer and the projections given to allowing me to commit what I needed to meet my retirement targets.
I would hesitate to recommend Natasha at Lloyd & Co to colleagues, friends and family.

"Expert advice, detailed analysis and great communication"

I had a consultation with Natasha about my workplace and private pensions. It was really informative and Natasha went out of her way to explain all the different projections and what they might mean for me. I felt really reassured after my meeting and it was great to get honest and detailed answers for all my questions. I would not hesitate to use Natasha's services again and would recommend Lloyd & Co to anyone seeking financial advice. I would also like to thank Tahlia for her excellent communication as well.

"Very impressed by the service provided…"

Very impressed by the service provided by Lloyd and Co. I've been a customer for around 4 years and have been provided with lots of support and advice by Natasha and Faith who are always on hand to answer any questions.

"Professional company and always willing to help"

We have found David Lloyd & Co to be a company with huge experience in the financial markets. They are a pleasure to deal with, always been very helpful never make it over complicated.
David, Karl and Faith just to name a few are always so helpful, calm and are totally professional in their approach with clients

"Lloyd & Co Financial Company the most…"

Lloyd & Co Financial Company the most efficient, friendly and very much there to help their clients. We are very happy for the recommendation, by our son, who is also a client.
David, Karl and Faith, just to name a few, are always ready to answer your questions and guide you through any difficulties very patiently.
It was the first time we have met them, due to Covid, and it was a very pleasurable face to face meeting.