Lloyd & Co. Trusts and Estates are specialist trust and estate practitioners working with our clients to provide them with guidance through their estate planning journey.
The company was born out of a desire to help our clients by establishing their needs, wants and dreams. We have a passion for building relationships with our clients; both existing and new. Our aim is to make complex and sometimes scary issues clear and understandable – to listen to your needs and to deliver what we promise.
All our clients are unique, with a wide range of family and financial needs. Our role is to assist them in making the right choices to facilitate their estate planning journey – with regular reviews to ensure that they have the necessary tools in place for their future.
We are real human beings with a real understanding of complex family and financial concerns, and we will not bombard you with a load of legal jargon. Our aim is to ensure that when our advice process is complete, your affairs are in order and the planning in place meets your objectives. We want to make sure that your wishes are met, and the right people have access to the right things after you are gone. We are here to make sure that happens and that you can rest easy knowing that it’s all taken care of.
Our Beginnings
The Lloyd & Co. group was founded in 2010 by David Lloyd. David has many years' experience within the financial services profession initially working for other organisations. The Lloyd & Co. Group was established as David felt that the profession had become stale, stuffy and boring. We are real people with people at the heart of everything we do.
The Lloyd & Co. Brands
Independent Financial Advice Reinvented. Although we are Chartered, we are also very friendly. We smile a lot and make great tea and coffee. We want to inspire you to live the best life you can and provide the peace of mind that you can afford to do it.
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Lloyd & Co. Employee Benefits work with you and your staff to create a tailored benefit package to meet your needs, wants and dreams. We help harness the power of employee engagement, creating a desirable productive workforce.
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Lloyd & Co. Insurance evolved from our financial planning and employee benefits businesses, as our existing clients really appreciated our service and wanted us to look after all of their business protection needs. Our insurance division has since flourished however it still works closely with the other business divisions to ensure client service is at the centre of our mission.
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Our Wills, Power of Attorney, IHT and Trust Planning services are second to none. We will ensure you are thoroughly informed about your options and given the peace of the mind that you have adequately prepared your financial affairs for your family in your absence. Once it's done, it's done and you can relax.
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