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... read full comment
November 2023
Natasha was professional & knowledgeable assisting with my investments
October 2023
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... read full comment
We aim to help all our clients to live their best possible life and give them the peace of mind to do it. Financial Advice doesn't have to be boring!
Our approach is to build longstanding relationships with a high level of understanding in order to provide advice which is absolutely tailored to individual needs.
We make great tea and coffee and make everyone feel welcome. The important thing is getting to know you and making sure that we understand what you want and need to help you to achieve your goals.
We offer fully independent, whole of market advice in Pensions, Investments, IHT, Business planning and Protection. This is all underpinned with Lifecoaching.
We'd love for you to get in touch!
Other Information
Products and services: financial planning, financial consultants, fsa regulated, independent financial advisers, investments, life assurance & pension consultants, life insurance, pensions, tax, tax planning
