Lloyds IFP Ltd

www.lloydsifp.com

Managing Director, Paul Lloyd, established Lloyds Independent Financial Planning Ltd in 2004. Success followed rapidly and many of his existing clients and industry contacts migrated with him to his newly formed company. Paul has twenty years experience working within the financial services industry, and qualified as an Independent Financial Adviser in 1996. As professional Independent Financial Advisers we have access to the full range of products and services available in the UK, as opposed to a Tied Agent or company representative who may only advise and offer products from the company they represent. We are authorised to deal with many forms of financial services, and specialise in giving advice to high net worth individuals on the wide range of subjects to assist in providing a true wealth management service. Our range of products and services cover: * Personal & Business Financial planning * Personal & Business Insurances * Retirement Planning * Savings & Investments * Wealth preservation/ Tax Planning As and when necessary, we will also introduce you to the services of other professionals, such as solicitors, accountants, tax & trust specialists, stockbrokers and corporate investment banking. These additional strategic partnerships allow us to offer the most comprehensive advisory service available to both corporate entities and private individuals.

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Managing Director, Paul Lloyd, established Lloyds Independent Financial Planning Ltd in 2004. Success followed rapidly and many of his existing clients and industry contacts migrated with him to his newly formed company. Paul has twenty years experience working within the financial services industry, and qualified as an Independent Financial Adviser in 1996. As professional Independent Financial Advisers we have access to the full range of products and services available in the UK, as opposed to a Tied Agent or company representative who may only advise and offer products from the company they represent. We are authorised to deal with many forms of financial services, and specialise in giving advice to high net worth individuals on the wide range of subjects to assist in providing a true wealth management service. Our range of products and services cover: * Personal & Business Financial planning * Personal & Business Insurances * Retirement Planning * Savings & Investments * Wealth preservation/ Tax Planning As and when necessary, we will also introduce you to the services of other professionals, such as solicitors, accountants, tax & trust specialists, stockbrokers and corporate investment banking. These additional strategic partnerships allow us to offer the most comprehensive advisory service available to both corporate entities and private individuals.

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City (Headquarters)

Brentwood

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Employees

1-10

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Estimated Revenue

$1 to $1,000,000

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  • Owner

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  • Ifa

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