Business Details
We are LLOYD & CO FINANCIAL PLANNING & Co Financial Planning, a chartered independent financial adviser firm based in Southport, Merseyside. Our team holds chartered status, demonstrating our commitment to the highest standards of knowledge, capability and ethical practice. We provide wealth management, employee benefits and insurance services to individuals and businesses. Our approach links financial planning directly to your lifestyle, ensuring that your money supports the life you want to lead. We believe financial advice should be a partnership for life, not a grey, transactional process. Our friendly, professional advisers smile often and enjoy sharing a cup of tea or coffee with clients.
We aim to inspire you to live your best life while giving you the peace of mind to afford it. By understanding what is dear to you, we help clarify where you are now and where you wish to be in the future. Our services include explaining ISAs, pension options and broader wealth strategies tailored to your needs. We operate under strict FCA regulation, giving you confidence in the integrity and transparency of our advice. We invite you to visit our Southport office for an informal chat and discover how we can help you achieve your dreams.
We aim to inspire you to live your best life while giving you the peace of mind to afford it. By understanding what is dear to you, we help clarify where you are now and where you wish to be in the future. Our services include explaining ISAs, pension options and broader wealth strategies tailored to your needs. We operate under strict FCA regulation, giving you confidence in the integrity and transparency of our advice. We invite you to visit our Southport office for an informal chat and discover how we can help you achieve your dreams.
Highlights and features
- We are chartered independent financial advisers regulated by the FCA.
- We provide wealth management, employee benefits and insurance services.
- We link your financial plan directly to your lifestyle goals.
- We offer friendly, professional advice with complimentary tea and coffee.
- We aim to change clients lives and help realise dreams.
