Lloyd & Co. Financial Planning Ltd - Southport

Lloyd & Co. Financial Planning Ltd is a financial planning company located in the heart of Southport, United Kingdom. Their address is Chartered House, 15 Hoghton St, Southport PR9 0NS. They can be reached at 1704443107, and their website, lloydfp.co.uk, offers a wealth of information about their services.

The company specializes in financial planning, investment services, and life coaching. These services are designed to help individuals and businesses manage their finances effectively and achieve their financial goals. With a team of experienced professionals, Lloyd & Co. Financial Planning Ltd offers personalized solutions tailored to the unique needs of each client.

One of the key features of Lloyd & Co. Financial Planning Ltd is their commitment to accessibility. Their office is wheelchair accessible, and they offer wheelchair accessible parking and restrooms. Additionally, they offer online appointments, making it easy for clients to schedule consultations from the comfort of their own homes. They also provide onsite services, ensuring that clients receive the personal attention they deserve.

Lloyd & Co. Financial Planning Ltd has received high praise from clients, with a 5/5 average rating on Google My Business. Many clients have praised the company's knowledgeable and helpful staff, as well as their personalized approach to financial planning.

If you're looking for a financial planning company that offers a range of services tailored to your unique needs, Lloyd & Co. Financial Planning Ltd is an excellent choice. Their commitment to accessibility and personalized service makes them a standout in the industry. Plus, their convenient online appointment scheduling makes it easy to get started on the path to financial success.

Reviews of Lloyd & Co. Financial Planning Ltd

Chris Birchall

5/5

I found Lloyds to be very approachable allowing me to discuss my pension and investment needs.

Natasha was extremely helpful and informative allowing me to be assured that my pension fund was in good hands moving forward, delivering some very sound financial advice.

With regular account reviews and an on-line app, I am able to track the progress of my account whilst knowing Lloyds are at hand to assist me should my circumstances change.

Thank you for your help to date, I wouldn't hesitate to recommend your services to friends, family members and work colleagues.

Claire Rose

5/5

Myself and my husband worked with Joe to ensure our family have the protection in place that we need for the future. Joe is also working with us to consolidate and understand our various workplace pensions. Joe was really patient is explaining the process and ensuring that we fully understood our option and we’re able to choose the protection options that fitted our circumstances. Thanks Joe for all your help.

Andrew de-Vaal

5/5

Absolute 1st class service from Andy Horner at Lloyd and from Andy Horner at Lloyd and Co. Without going in to too much detail, another well known insurer took 8 days to get back to me and their quote was 60% more for basically the same policy as found by Andy. He pulled out all the stops in order to get my insurance through in about 4 hours so that I could complete on my house. Thank you so much.

Victoria S

5/5

Natasha was professional & knowledgeable assisting with my investments