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Reviews 54
Ann Lightfoot
Jun 17,2024Really 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.
Graeme
Jun 13,2024All 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
Elaine Swift
Nov 29,2023They 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.
Ian H
Nov 14,2023Consultative and personalised advice delivered in a friendly and straightforward way
Christopher Birchall
Jul 03,2023I 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.
W Rees
Feb 02,2023I 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.
Alex Battersby
Sep 04,2021Very 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.
Barrie Curtis
Aug 12,2021We 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
SHARI CURTIS
Aug 12,2021Lloyd & 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.
Colette and Colin
Jul 27,2021Lloyd & 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
May 31,2021Since our first meeting with David and his team we have had excellent friendly service and would not hesitate in recommending them.
Sheila Ratings
Feb 28,2020Very professional and welcoming . I was very nervous about going but was put at ease straight away. Would highly recommend.
Jane Cole
Nov 05,2019My wife and I were extremely pleased with the service and advice given by David and his Team and would highly recommend them.
Cheryl
Oct 09,2019I 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
Sep 21,2019Such 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
Sep 12,2019I 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
Sep 12,2019First 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
Aug 09,2019Everyone 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
Jul 24,2019I 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.
BRIDGET CHOW
Jun 23,2024Joe 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.