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Reviews 54
Jennifer Murray
Mar 15,2019Excellent, friendly service. Would highly recommend them.
Phil White
Feb 19,2019David and his team provide a friendly, professional and relaxed approach to financial planning. Every piece of advice seems relevant to my needs and circumstances. I never leave a meeting worrying if I’ve made the right decision.
Mrs. Carol White
Feb 12,2019David Lloyd provides one of the most well balanced financial 'life' plans you can get. From our initial consultation to the portfolio reviews we felt confident in the realistic approach this company takes. We've been provided with a very individually tailored plan to meet what we need for our present and future. A very positive experience.
Margaret Barker
Feb 10,2019A visit to Lloyd & Co. is not at all stuffy, quite the opposite. All the staff are friendly and you are greeted with a cup of coffee and a very warm welcome. David Lloyd is the ultimate professional; he knows his stuff but manages to impart information in a way that is understandable to Joe Public. What he says makes sense and my husband and I trust him to look after our financial interests safe in the knowledge that he actually seems to care.
David Butler
Jan 29,2019Both David and all of his team at Lloyd & Co provide you with a highly professional level of service, and take the time and effort to get to know you as a person and a client, thus ensuring that you are informed and understand all aspects of the recommendations they are making at every stage of the process. 5* all the way!
Tamsin Marlowe
Jan 22,2019Natasha is excellent ... been dealing with her recently over my pension and life cover. The way she explains everything is very professional but also in a language I can understand. Highly recommend Lloyd and co for all your financial matters
Craig Galloway
Jan 12,2019In the minefield of financial planning David Lloyd took the fear factor out of the process and made it an easily understandable transaction with friendly service.
David
Dec 20,2018In a world where service and quality count the most, these guys are the best. 10/10 no doubt.
Mrs E Clarke
Dec 11,2018David and team are the best! Professional, friendly and providing excellent customer service. I wouldn’t hesitate to recommend the company.
Bev Hooton
Dec 11,2018A friendly and personable team who make one feel totally at ease.
Andy Cadley
Nov 21,2018Excellent friendly warm welcoming informative service
Sheila Carrier
Nov 19,2018Highly 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
Anita Ramsden
Nov 16,2018Excellent service with competent friendly staff, would highly recommend
Christine Moulden
Nov 13,2018Always very friendly and professional.
Mr Surplice
Nov 02,2018Nothing 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 😉
Richard
Oct 20,2018I 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****. 👍👍👍
Gary Holmes
Oct 19,2018I 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.
Beech & Co . Chartered Certified Accountants
Oct 18,2018Very professional, very efficient and nice people to deal with.
Greg Jones
Oct 17,2018I 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.....
Roger
Jul 10,2019Changing my life, from the first meeting it was clear that this was not just about the best way to invest for the future but for the present, I have already reduced my working hours to part time and can really enjoy my extra free time. A big Thank You to Lloyds & Co