Lloyd & Co. Financial Planning Ltd - Southport

Address: 26 Hoghton St, Southport PR9 0PA, United Kingdom.
Phone: 1704443107.
Website: lloydfp.co.uk
Specialties: Financial planner, Investment service, Life coach.
Other points of interest: Online appointments, Onsite services, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointment required, Free parking lot, On-site parking.
Opinions: This company has 6 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Lloyd & Co. Financial Planning Ltd

☎️1704443107

⏰ Open Hours of Lloyd & Co. Financial Planning Ltd

Monday: 9 AM–5 PM
Tuesday: 9 AM–5 PM
Wednesday: 9 AM–5 PM
Thursday: 9 AM–5 PM
Friday: 9 AM–4 PM
Saturday: Closed
Sunday: Closed

Lloyd & Co. Financial Planning Ltd: Your Trusted Financial Partner

Address: 26 Hoghton St, Southport PR9 0PA, United Kingdom

Phone: 1704443107

Website: lloydfp.co.uk

Specialties and Services

Financial planner
Investment service
Life coach

Other Points of Interest

Online appointments
Onsite services
Wheelchair accessible parking lot
Wheelchair accessible restroom
Restroom
Appointment required
Free parking lot
On-site parking

Opinions and Reviews

This company has received 6 reviews on Google My Business, with an impressive average rating of 5/5. Clients consistently praise the professional, timely, and personalized service provided by the team at Lloyd & Co. Financial Planning Ltd. One satisfied customer shared their experience, stating, "After having a disappointing experience with a previous financial advisor, I transferred my accounts to Lloyd & Co. The difference in service was remarkable. Everything was handled professionally and efficiently, and I couldn't have asked for better service."

Another client highlighted the exceptional communication and support they received from Olivia, a representative at the company. This testimonial, among others, emphasizes the commitment of Lloyd & Co. Financial Planning Ltd to delivering top-notch service and building strong relationships with their clients.

Characteristics: Lloyd & Co. Financial Planning Ltd stands out for its dedication to providing personalized financial planning, investment services, and life coaching tailored to each client's unique needs. The company's accessible location, wheelchair-friendly facilities, and online appointment options make it easy for clients to access the support they need.

Recommendation: For anyone seeking a reliable, professional, and personalized financial planning service, Lloyd & Co. Financial Planning Ltd is an excellent choice. With a strong track record of client satisfaction and a team of knowledgeable and caring professionals, this company is well-positioned to help you achieve your financial goals. We highly recommend contacting Lloyd & Co. Financial Planning Ltd through their website to schedule an appointment and begin your journey towards financial success.

👍 Reviews of Lloyd & Co. Financial Planning Ltd

Lloyd & Co. Financial Planning Ltd - Southport

Harry C.

5/5

I had an extremely disappointing experience with a previous financial advisor before Lloyds where recommended to me.After an initial home visit I and my wife transferred our accounts to them. What a difference. Everything has been dealt with professionally and in a timely manner, we couldn’t have asked for better service. Special mention to Olivia who has kept us well informed, as for Lloyd & co as a company we can’t recommend them highly enough. Thankyou

Natasha W.

5/5

Phoned the company today for some information in regards to savings for a house in the future. As I'm starting from scratch, I had no idea where to start!
Jenny who answered my call was extremely polite and jolly to speak with, who then passed me over to Phil. Phil explained lots of information and was really helpful in my query. Thank you!

Chris B.

5/5

I found Lloyds to be very approachable allowing me to discuss my pension and investment needs.

Natasha was extremely helpful and informative allowing me to be assured that my pension fund was in good hands moving forward, delivering some very sound financial advice.

With regular account reviews and an on-line app, I am able to track the progress of my account whilst knowing Lloyds are at hand to assist me should my circumstances change.

Thank you for your help to date, I wouldn't hesitate to recommend your services to friends, family members and work colleagues.

Claire R.

5/5

Myself and my husband worked with Joe to ensure our family have the protection in place that we need for the future. Joe is also working with us to consolidate and understand our various workplace pensions. Joe was really patient is explaining the process and ensuring that we fully understood our option and we’re able to choose the protection options that fitted our circumstances. Thanks Joe for all your help.

Andrew D.

5/5

Absolute 1st class service from Andy Horner at Lloyd and from Andy Horner at Lloyd and Co. Without going in to too much detail, another well known insurer took 8 days to get back to me and their quote was 60% more for basically the same policy as found by Andy. He pulled out all the stops in order to get my insurance through in about 4 hours so that I could complete on my house. Thank you so much.

Victoria S.

5/5

Natasha was professional & knowledgeable assisting with my investments