Lloyds Independent Financial Planning Ltd

General information

Testimonials:

“We have benefitted from the personal services of Lloyds IFP Ltd from its inception and have used Paul Lloyd as our IFA for just under 10 years, for our savings, pensions, mortgage and investment needs. The advice has always been excellent in terms of selection of investment vehicles, insightful and relevant to our circumstances at the time. The regular reviews serve to focus on our changing investment needs relative to the passage of time and the changing economic environment. We would recommend Lloyds IFP ltd wholeheartedly”
Mr & Mrs Branch, Oxfordshire.

“Paul was my personal adviser for many years and this relationship expanded when I started my own business 5 years ago. He not only advises all of my staff on a personal basis, but has also organised their company pensions. My staff are so pleased with the service he provides that they tell me it’s like an additional employment benefit. His advice has been invaluable to me professionally and personally over the years, he is passionate about his industry and genuinely cares about his clients and their needs as individuals”
J Sims, London

I have known Paul Lloyd for over 8 years and although I receive many approaches every year from other financial advisors I have not placed business elsewhere. I value his thorough investigation of the market and the fact that his advice is always based on what is best for me rather than commission considerations. We meet several times a year and in between meetings we talk and email each other as necessary.
On several occasions he has suggested (even though this reduces his revenue) that alternative vehicles are used, as it would be more suitable and cost effective for my circumstances as my requirements have changed. He advises me on my personal financial affairs, my pension, my Charitable Foundation as well as the affairs of my PLC Company. I would have no reservations in recommending Mr Lloyd to anyone.
LM, London