Lloyd & Co. Financial Planning

Money & Insurance
badge Company profile claimed
54 reviews
Overall Rating
Customer Reviews about

Lloyd & Co. Financial Planning

Write a review about www.lloydfp.co.uk
Show Reviews

Bev Hooton

5.00/5.00

"A friendly and personable team who make…"

A friendly and personable team who make one feel totally at ease.

11/12/2018

Andy Cadley

5.00/5.00

"Excellent friendly warm welcoming…"

Excellent friendly warm welcoming informative service

21/11/2018

Sheila Carrier

5.00/5.00

"Just Do It !"

Highly recommend David and the Team. Always gives clear and concise information which has taken away the worries of a first time investor !
Its always a pleasant experience to meet up with David and the sound advice he offers. Just sitting back now and enjoying the life changing experience and knowing my investment is in secure hands.
Thank you David

19/11/2018

Anita Ramsden

5.00/5.00

"Excellent service with competent…"

Excellent service with competent friendly staff, would highly recommend

16/11/2018

Christine Moulden

5.00/5.00

"Always very friendly and professional."

Always very friendly and professional.

13/11/2018

Mr Surplice

5.00/5.00

"Nothing is to much for Lloyd and Co"

Nothing is to much for Lloyd and Co. Transferring a pension to an investment fund is a massive decision to make. I’m extremely satisfied with the advice and the time spent with me looking at what was best for me and my family. The customer service far exceeded my high expectations and requests .Thank you for exceeding the typical customer service. It's very evident that this company cares and is passionate about values their business. The team is well led and managed and if your looking for a financial company that’s modern and likes to think outside the box this company is for you 😊 just for info this review is from Mrs Surplice 😉

02/11/2018

Richard

5.00/5.00

"Helpful guidance in plain English; very highly recommended"

I loved the way David turned the technical jargon into plain English; great advice in language I understood. I would highly recommend Lloyd & Co if you are looking for sound financial advice without the bull****. 👍👍👍

19/10/2018

Gary Holmes

5.00/5.00

"Pre retirement planning"

I needed advice on the best home for my savings as part of an early retirement plan, not only did I receive sound financial advice but also a great deal of encouragement that I should have no worries about my plans which was important to me. Another key positive was that I felt I was listened to when I expressed my preferences.

19/10/2018

Beech & Co . Chartered Certified Accountants

5.00/5.00

"Very professional"

Very professional, very efficient and nice people to deal with.

18/10/2018

Greg Jones

5.00/5.00

"Epic service!"

I would have no hesitation in recommending Lloyd & Co, great service and advice for that matter. The team are always on hand should I need anything! 5*+ from me.....

17/10/2018
Built for truth-seekers. We collect real reviews so you can find reliable businesses fast. Share your insights—help the next person out.
© 2025 - All rights reserved