Lloyd & Co. Financial Planning  Reviews 61

I just wanted to say a huge thank you to Natasha for her support. She was incredibly patient, knowledgeable and genuinely helpful from start to finish. Nothing felt like too much trouble, and she took the time to really understand what I needed.

What I appreciated most was how quickly she helped me get everything sorted, while still making me feel fully supported and not rushed. She explained things clearly and made the whole process feel straightforward and manageable.

It was such a positive experience, and she is a real credit to the team. I would absolutely recommend.

The information was talked through and the risk assessment explained in full not just talked at but listened to what I wanted etc and I felt understood

All good here. Clear advice and outline on pension and investment planning options.

Joe and Olivia are very welcoming, Joe explains things clearly and answers queries well. I'd happily recommend them to anyone wanting help with their pensions.

We approached Lloyd &Co after finding ourselves in financial insecurity. We needed a professional understanding of where we stood and what action we needed to take.

From our first appointment we found Ewan and his colleagues to be human, personable and professional and at no point did we receive any hard sale. They didn’t need to hard sell as the work they did for us gave us so much confidence and in an insecure time of our own.

We did sign up to their services but this didn’t need to happen until our 3rd appointment. We went in with stress and insecurities and have left with confidence and the security of knowing their professional services have our best needs at their forefront.

Huge thanks to Ewan and his team. I would highly recommend Lloyd & Co.

Amazing company and amazing people to deal with, especially Ewan and Victoria who my wife and I dealt with. Very professional and helpful and did everything and more that we needed

Joe was very patient and happy to explain the process of transferring and setting up my new pension. I wouldn’t hesitate in recommending both Joe and the company to friends and family. Thanks again Joe and the team.

Really happy with the service provided by the company. Have been with them for many years and they are very helpful, friendly and give very reliable advice. Nothing is too much trouble.

All members of staff were very polite and always welcomed you with a smile and cup of coffee. The team is very knowledgeable and spent the time to explain all the relevant point relating to your individual situation. My personal contact replies promptly to my emails and will take the time to ensure all point are answered clearly. This is my first experience using this type of service and as it stands I have been impressed and would recommend them happily to others

They make me and my partner feel confident about the decisions they make on our behalf. All the staff are very welcoming and respectful. They always try to resolve any issues as speedily as possible. I know they would be available when we need help with our financial matters.

Consultative and personalised advice delivered in a friendly and straightforward way

I was very impressed with the whole process of managing my personal pension transfer and the projections given to allowing me to commit what I needed to meet my retirement targets.
I would hesitate to recommend Natasha at Lloyd & Co to colleagues, friends and family.

I had a consultation with Natasha about my workplace and private pensions. It was really informative and Natasha went out of her way to explain all the different projections and what they might mean for me. I felt really reassured after my meeting and it was great to get honest and detailed answers for all my questions. I would not hesitate to use Natasha's services again and would recommend Lloyd & Co to anyone seeking financial advice. I would also like to thank Tahlia for her excellent communication as well.

Very impressed by the service provided by Lloyd and Co. I've been a customer for around 4 years and have been provided with lots of support and advice by Natasha and Faith who are always on hand to answer any questions.

We have found David Lloyd & Co to be a company with huge experience in the financial markets. They are a pleasure to deal with, always been very helpful never make it over complicated.
David, Karl and Faith just to name a few are always so helpful, calm and are totally professional in their approach with clients

Lloyd & Co Financial Company the most efficient, friendly and very much there to help their clients. We are very happy for the recommendation, by our son, who is also a client.
David, Karl and Faith, just to name a few, are always ready to answer your questions and guide you through any difficulties very patiently.
It was the first time we have met them, due to Covid, and it was a very pleasurable face to face meeting.

Lloyd & Co were recomended to us by a friend and how glad we are that they did.
From the very start Natasha and Faith were fantanstic.
They took the time to explain everything so precisely, clearly and simply.
Nothing was too much trouble for them.
I am so confident my finances are in safe hands.

Since our first meeting with David and his team we have had excellent friendly service and would not hesitate in recommending them.

Very professional and welcoming . I was very nervous about going but was put at ease straight away. Would highly recommend.

My wife and I were extremely pleased with the service and advice given by David and his Team and would highly recommend them.