About
Lloyd & Co Financial Planning Ltd is a firm of chartered independent financial advisers in Southport, Sefton, registered since 2009. The practice wants clients to have the best life they can, with the peace of mind that they can afford it. Advice spans financial planning, pensions and retirement, investments, inheritance tax planning, mortgages, wills and trusts, insurance and protection, with cashflow modelling and financial education in support.
Its services include independent financial planning, inheritance tax planning, pension and retirement planning, investment planning, life coaching and mortgages.
The firm is led by David Lloyd, managing director.
Lloyd & Co. Financial Planning Ltd works with clients across the Liverpool City Region.
What Lloyd & Co. Financial Planning Ltd does
- Independent financial planning
- Inheritance tax planning
- Pension and retirement planning
- Investment planning
- Life coaching
- Mortgages
- Wills and trusts
- Insurance
Questions people ask
- Where is Lloyd & Co. Financial Planning Ltd based?
- Lloyd & Co. Financial Planning Ltd is based in Southport, Sefton, in the Liverpool City Region.
- What does Lloyd & Co. Financial Planning Ltd do?
- Lloyd & Co. Financial Planning Ltd works in accountancy and finance. Chartered independent financial advisers in Southport covering pensions, investments, inheritance tax, mortgages and protection. Its services include independent financial planning, inheritance tax planning, pension and retirement planning, investment planning, life coaching, mortgages, wills and trusts and insurance.
- How can I contact Lloyd & Co. Financial Planning Ltd?
- Via its website at lloydfp.co.uk.
- Who runs Lloyd & Co. Financial Planning Ltd?
- David Lloyd is listed as a contact for Lloyd & Co. Financial Planning Ltd.