Lloyd & Co Insurance Services evolved from the success of our financial services business. We realised that our clients not only wanted us help with their financial decisions, but they wanted us to become a partnership – meaning we get to know our clients better than most advisers or brokers would.
This means we can deliver a unique and tailored service. Our passion is looking after our clients and this remains the priority of Lloyd & Co Insurance Services. We are a knowledgeable team with experience and enthusiasm. We deal with clients ranging from small businesses to large and everything in between.
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.
View WebsiteLloyd & 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.
View WebsiteLloyd & 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.
View WebsiteOur 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.
View WebsiteWe provide a complete, inhouse service, starting with the initial financial due diligence, through to the survey and report writing then finally helping and assisting your accountant to submit the report and amending the tax computations.
View WebsiteCombining decades of experience to reassure and protect businesses and individuals alike