Lloyd & Co. Financial Planning
Colette and Colin
"Lloyd & Co were recomended to us by a…"
Lloyd & Co were recomended to us by a friend and how glad we are that they did.
From the very start Natasha and Faith were fantanstic.
They took the time to explain everything so precisely, clearly and simply.
Nothing was too much trouble for them.
I am so confident my finances are in safe hands.
Lynne Willdig
"A visit to Lloyd and Co"
Since our first meeting with David and his team we have had excellent friendly service and would not hesitate in recommending them.
Sheila Ratings
"Very professional and welcoming"
Very professional and welcoming . I was very nervous about going but was put at ease straight away. Would highly recommend.
Jane Cole
"Professional and friendly"
My wife and I were extremely pleased with the service and advice given by David and his Team and would highly recommend them.
Cheryl
"Professional, friendly and approachable."
I started my portfolio with Lloyd & Co nine years ago. I felt confident and comfortable with David's recommendations at the time and have really appreciated his clear advice over the subsequent years as we have altered my portfolio according to the changes in circumstances that life brings.
I have always found David and his team to be very professional whilst also being friendly and approachable and happy to answer any amount of questions I may have.
I have recommended them to family and friends as a company whose advice I feel they can trust regarding their current and future investments.
Julie Nadin
"Such clear information and guidance"
Such clear information and guidance. I am a newcomer to this company and to savings combined with investments and I have been very impressed with the advice given. The team here are warm and friendly whilst clearly experienced in supporting clients. I have already recommended them to several of my friends and I was, myself, referred in by a work colleague. Excellent all round.
Sue Davies
"Supportive and helpful"
I have found all of the contacts at Lloyd & Co both efficient and friendly. They have been supportive and helpful and I would have no problem in recommending them highly.
Marcus Manning
"First class unhurried service"
First class unhurried service. A very refreshing and unique presentation of financial services which David Lloyd and his team explain simply. This has been an efficient and effective experience for me, bringing together a pension fund, property sale and inheritance. I was soon able to understand my financial position and we progressed quickly. There is plenty of time to raise questions and concerns. On hind site I would have sought their professional service before getting to this stage in life. I think it is important to start planning your lifestyle as soon as you can!
Christine Buck
"Everyone at Lloyd and co have been…"
Everyone at Lloyd and co have been exceptionally helpful and efficient with our financial planning. They explain everything in in an easy to understand manner and all the staff are very friendly, I would not hesitate to recommend them to friends or family.
Antony Regan
"I was recommended Lloyd and Co"
I was recommended Lloyd and Co. by my solicitor.
I like the way David and his team try and truly understand me and what is important for my future.
They come up with interesting ideas and solutions and explaining things clearly.
In addition, I personally dealt with David Lloyd and always find our discussions rewarding and enjoyable. Terrific all round.
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