"The trouble with not having a goal is that you can spend your life running up and down a field and never score." BILL COPELAND
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Life Plan
What would be your biggest regret if you died tomorrow?
Personal Protection
When is it the right time to get serious?
Investment Planning
The most fun bit of financial planning. Watching your money grow!
Retirement and Pension Planning
Will we have enough income in retirement to provide that lovely relaxing and fulfilling retirement?
Life Plan
Personal Protection
Investment Planning
Retirement and Pension Planning
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.
Life Plan
What would be your biggest regret if you died tomorrow?
Personal Protection
When is it the right time to get serious?
Investment Planning
The most fun bit of financial planning. Watching your money grow!
Retirement and Pension Planning
Will we have enough income in retirement to provide that lovely relaxing and fulfilling retirement?
Life Plan
Personal Protection
Investment Planning
Retirement and Pension Planning
Who We Are?
Lloyd & Co was founded in 2010 by David Lloyd, David has many years’ experience within the financial services profession initially working for other organisations.
Lloyd & Co was established as David felt that the profession had become stale, stuffy and boring. Everywhere he had worked the focus was to sell sell sell with sales targets that had to be met.
David Lloyd
Managing director
Emma Lloyd
Director - HR
Natasha Baynes
Independent Financial Planner
Your Journey
Life largely happens around us, before we know it we are full of responsibilities and do not have a plan for what we want out of life. Your finances are intrinsically linked to your lifestyle and we can help you to make sense of all of it and put a process inplace to maintain it.
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Lloyd & Co Financial Planning is a 'Chartered' financial planning firm
Chartered status enables individuals and firms to demonstrate their professional commitment to raising standards of knowledge, capability and ethical practice. It tells their customers that they can expect the highest quality of service.
Our Library
Please read our latest library posts here, for privacy purposes the names have been changed. However, should you wish to speak with an existing Lloyd & Co client to discuss how they found our services, please just ask.