Lloyds IFP specialise in holistic advice on pensions, estate planning, tax planning and investments. In addition, we have a dedicated business advice and taxation planning service. We also offer advice on all other aspects of your personal financial needs including mortgages, life insurance and equity release.
We have been providing a first class service to help clients navigate complex financial markets for many years, and our business has evolved primarily through client recommendations, meaning we now have a client base of high net worth individuals, start-up and mature businesses working with us.
Whether you are looking to take financial advice for the first time or you’ve taken financial advice in the past, it can be a daunting process as finances can be complex, but at Lloyds IFP our clients appreciate our ability to make the financial advice process both simple and enjoyable.
We offer assistance to individuals at all stages of their financial planning cycle. Whether you are assessing your finances for the first time or you want to know more about your retirement options, Lloyds IFP are here to help. We offer telephone, email, office based and home visits at a time to suit your needs.
At Lloyds IFP, we ask questions, establish priorities, give straightforward advice and find the right financial solutions for you. This is achieved by:
• Clarifying your short, medium and long-term financial goals
• Identifying the lifestyle you want to achieve
• Creating a plan
• Making product and investment recommendations
• Adjusting your plan during significant life changes and at regular reviews
• Using our experience, knowledge and intuition
Meet the team
Managing Director, Paul, established Lloyds Independent Financial Planning Ltd in 2004. Paul has over twenty-five years’ experience working within the financial services industry, and qualified as an Independent Financial Adviser in 1996.
He is passionate in the belief that attention to detail and working with integrity are key to successful long-term client relationships, and enjoys helping his clients achieve their goals and build successful futures.
Paul is married with two children. His passions outside his family and business include classic cars, motor racing, and music, especially collecting rare soul and blue note vinyl records.
Office Manager / Administrator
Sarah joined Lloyds IFP in April 2012 as our administrator, she deals with the day to day running of the office and also looks after our Mortgage clients after qualifying in 2015.
She has taken on her role with fresh ideas and enthusiasm, quickly become an integral part of the company, and is now studying towards the Paraplanning qualification to further help our clients achieve their goals.
Sarah enjoys spending time with her husband and her passions are live music, travel, cooking and entertaining.
Head of Marketing & Business Operations
Emma is the head of Marketing and Business Operation at Lloyds IFP, following 10 years working in Recruitment and the Photography industry. Emma builds trusted relationships with professional partners in the financial industry and helps ensure the smooth running of the firm.
Emma is married with two children, she loves photography and particularly enjoys visiting art and photography galleries with her family.
Tia is the most recent addition to the Lloyds IFP family, joining in July 2017. She assists Sarah in the day to day running of the office and administrative tasks, and is enjoying learning about the financial industry after leaving college earlier in the year.
Tia enjoys spending time with her family, socialising with friends and has a passion for historic and modern art.