Independent financial advice
Planning for a healthy financial future takes time. Setting your goals is the first step to success. Having goals gives focus and direction. Advising and guiding you to achieve your financial goals is where we can help.
Lloyds Independent Financial Planning are a leading firm of independent financial advisers. We are based on the London and Essex border, and we have many years experience of advising clients on their financial needs. The advice we provide is completely impartial, and our continuous monitoring and research of the financial services market enables us to recommend the most appropriate solutions to your financial needs.
Treating Customers Fairly
Lloyds Independent Financial Planning (Lloyds IFP) is regulated by the Financial Conduct Authority (FCA), and we are happy to work within a regulated environment which prioritises the interests of consumers.
Lloyds IFP have satisfied the rigorous criteria relating to professional qualifications and ethical good practice. You can therefore be confident that you are dealing with a well established firm who are wholly committed to providing you with the best possible advice, service and support.
We have only known Paul for a short period of time (about five months), but we have found him to be very professional and a very cheerful personality. He has listened to our needs and requirements, and has provided us with a great portfolio of investments. He has tailored those investments so that we are receiving the maximum benefit and we are very satisfied. He has given us a great service and a considerable amount of his time in order to make sure we are satisfied. We would give him a ‘5’ rating on all sections. It is difficult to see what Paul could have done better for us. We are both retired police officers with no particular financial expertise. We needed to invest our police pensions in order to secure our financial future, and Paul has certainly accomplished that for us.
We were lucky enough to find Paul about three years ago, after experiencing several advisors who lacked competence, integrity and had a poor understanding of our needs. Paul has made dramatic improvements in our financial situation and therefore improved our retirement significantly. Indeed, we cannot imagine dealing with our financial affairs without his enthusiastic and knowledgeable help.
Mr & Mrs P, Essex