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Reviews 54
Sue Smart
Oct 16,2018I was pleased by such a refreshing attitude towards financial matters . My previous experiences of other institutions have included being patronised and made to feel mercenary . Not a bit of this with David ! Happy to leave my small nest egg in his capable hands while I just enjoy life now
David Punshon
Oct 16,2018Not only would I recommend this company but I have already.
Howard
Oct 16,2018I have always found Lloyd & Co easy to understand in this difficult area. A very professional service in a pleasant, friendly environment. I would have no hesitation in recommending David and his team.
tamsin
Oct 16,2018honest and friendly bunch ! and deliver sometimes complex information in a way that anyone can understand :)
Mr De Garis
Oct 15,2018Easy to deal with, friendly and transparent.
Lloydy
Oct 14,2018Excellent service covered all of retirement pension needs. Investments all performing very well. Get comprehensive explanation of how your investments are performing in layman’s terms on a regular basis. They are such lovely, helpful and dynamic team of people who are always available to help if you have questions or queries.
Sean Polding
Oct 13,2018David Lloyd has been my financial advisor for over 10 years. I was fortunate to receive a large cash sum some years ago. I run my own business which I wanted to continue to do, and therefore having immediate access to the cash was not a priority for me at that time. David ensured the cash sum I received was equally spread between both short term and long term Pensions and Investments for when I did decide to retire. I see David 2 or 3 times a year when he provides updates on the Investments and Pensions I have, and we discuss any changes we might consider for the future. I am more than happy with the growth of my Pension & Investment portfolio. We are now focussing on my impending retirement and looking at Inheritance Tax planning. David and his firm have also provided advice for my business including investments, and Auto Enrolment and Pension advice for my employees. I have always been impressed with David's professionalism and honest advice. I cannot recommend him and his firm highly enough.
Jeff Windle
Oct 12,2018solid professional advice given
Hob goblin ltd
Oct 12,2018Superb customer service. Great advice that has protected my pension and seen it grow well. I would have no hesitation in recommending them to anyone.
peter povey
Oct 12,2018Excellent help and advice when needed, and in language I can understand. I would recommend without hesitation.
Ian Deed
Oct 12,2018Provided solid financial planning for myself and my family on a variety of topics. Would highly recommend.
Mark Holmes
Oct 11,2018Great one to one experience, no pressure and a real feeling it’s your future, including encouragement for your own achievable bucket list. Would definitely recommend.
JM Cottam
Oct 11,2018We went to Lloyd & Co after being left dissatisfied by our previous advisors. Lloyd & Co have been attentive to our needs and really have gone above and beyond what we expected. Highly recommended
Mark Wood
Oct 17,2018high end advice backed with a service second to none. a great young ambitious team